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Webinar replays, past events, & A look ahead to what's coming next

Foster Love Welcomes California Wealth Transitions Brea Office Team

Foster Love Volunteer Event | Brea Office

The Brea office recently volunteered to help build STEM and Birthday Kits at Foster Love, a non-profit that strives to make the foster care experience better for the 430,000 children nationwide going through it.
September 19, 2024
The San Diego Conversation on Board Diversity IN-PERSON STRATEGIC NETWORKING EVENT

Proud Sponsor of

In-Person Strategic Networking Event
October 26, 2023 | 5:30 pm to 8:00 pm PT | Venue: Mintz office
August 22, 2023
Market Outlook Webinar

Market Outlook Webinar | CWT & BlackRock

This year has presented us with a number of challenges that continue to have a meaningful impact on our investments. As 2022 comes to a close, what might be in store for financial markets?
November 15, 2022
ESG Investing | The Sustainability Opportunity | CWT Webinars

ESG Investing | The Sustainability Opportunity

Learn more about today's hottest trend in socially responsible investing in our latest webinar: ESG Investing | The Sustainability Opportunity, with Krista Murray, Senior Vice President of CWT, and Isabelle Williams, Investment Strategist at Dimensional Fund Advisors.
October 27, 2021
US Election and Economic Update Webinar Replay

US Election and Economic Update

The stock market during an election year (especially this year!) can be volatile, but you can be prepared. On Thursday, October 15th, CWT hosted a webinar with John Leonard, CIMA, an Executive Director with JP Morgan. Get all the details on proposed policies of both Trump and Biden administrations and how the
October 15, 2020
How Do Presidential Elections Affect Stock Market Returns Webinar Replay

How Do Presidential Elections Affect Stock Market Returns?

On Thursday, September 17th, California Wealth Transitions hosted a joint Zoom Webinar with Tim Miller, CFP®, CIMA®, who is a Market Leader with BlackRock. Too often, investors make emotional decisions with their money, especially in election years. We’re going to be diving deep into historical stock market returns under various
September 17, 2020
Beyond Buffett: How Institutional Investors Build Portfolios Webinar Replay

Beyond Buffett: How Institutional Investors Build Portfolios Webinar Replay

​On Tuesday, August 4th, we talked with Apollo Lupescu, Vice President with Dimensional Fund Advisors about why Buffett recommends retail investors like us to own ETFs and how we can build off that to manage an investment portfolio like institutional investors. Apollo has a PhD in Economics and Finance, is
August 4, 2020
All About Roth Webinar Replay

All About Roth Webinar

On Tuesday, June 30th, Blake Murphy, Keith Brandt, and David Brandt from CWT shared techniques to minimize income and estate taxes when dealing with Roth retirement accounts. Why are Roth accounts so important in retirement and tax planning? How do you contribute to a Roth IRA when you make too
June 30, 2020
Weathering The Storm Webinar with Goldman Sachs

Weathering The Storm Webinar with Goldman Sachs

On Thursday, May 14th, we got to spend some time with Tucker Grace, Regional Director with Goldman Sachs who updated us on the latest economic and market data, their firm’s expectations for the short and long term, as well as the different scenarios that could play out in the future
May 14, 2020
CWT BlackRock Market Update Conference Call

CWT/BlackRock Market Update Conference Call

To keep our clients as informed as possible, we are offering an opportunity at 9:00 am PDT on Wednesday the 1st, to listen in on a 30 minute call with Keith Brandt, Blake Murphy, David Brandt, and Tim Miller, Director and Market Leader for BlackRock. We will discuss with CWT
March 14, 2020
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