Events

Market ups and downs are an inevitable part of investing, but having the right perspective and strategy can make all the difference. Join us for a complimentary educational seminar over lunch designed to help investors better understand market volatility and how it can impact long‑term financial goals.

During this session, we’ll cover:

• What market volatility is and why it happens
• Common economic and market factors that drive market swings
• The potential impact of volatility on your portfolio
• Practical approaches to staying disciplined and focused during uncertain times

This is an informative, no‑pressure event intended to provide clarity and context around today’s market environment.

Lunch and coffee included, spots are limited!

Join us at our Santa Cruz office for a St. Patty's Day celebration full of snacks, drinks, and great company. It'll be a festive evening where you'll get to meet new people and chat with the Adage team. Feel free to stop by anytime during the event or stay a while to hang out.

Start the new year with a clear financial roadmap. This session is perfect for those new to financial planning or looking to build on their current foundation. We'll cover practical steps for budgeting, investing, and setting long-term goals to help you feel more confident about your financial future.

Register Here

Back-to-school season is the perfect time to start—or revisit—college planning goals. Whether you’re actively planning for college or know someone who could use guidance, we invite you to join us for an informational webinar covering the following topics:

• Setting a college savings goal
• Savings options
• Financial aid
• Handling student debt

Register Here

We hope to see you join and learn with us!

Join us for an evening of breathtaking artwork and hors d'oeuvres.

Plenty of Space: Whole Alone and Together - Art by Sonya Kleshik

Much of the work in this exhibition came in layers and in series. Sonya creates each series at the same time. Each piece is a standalone work of art, but it also has a “family’”– other pieces with similar color scheme, forms and elements. Then each family or series in turn has its place in the larger community of series and in the bigger space in which all of her work lives.

Hosted by:

Jeffrey T. Raegen, CFP®, CRPC®, Private Wealth Advisor || Chad J. Parker, CFP®, Financial Advisor || Lesley LeMessurier, Associate Financial Advisor || Raegen, Parker and Associates; A private wealth advisory practice of Ameriprise Financial Services, Inc. || Dinesh K. Sawal, MBA, Private Wealth Advisor || Albert Hsia, Financial Advisor