Upcoming events

Virtual Seminar - Successfully Transferring Wealth to the Next Generation

  • Husdon Walker, Director - MFS Investment Management
  • James T. Spach, MBA, CFP®, CEPA® Private Wealth Advisor and Charissa A. Spach, MBA, CFP®, CDFA® Private Wealth Advisor
To reserve a spot: call us at 818.584.2832 or email us at emma.schmidt@ampf.com

Past events

Virtual Seminar - Investing Sustainably

  • Kate Ju, Associate, Strategic Advisory Solutions - Goldman Sachs
  • James Spach, MBA, CFP®, CEPA® Private Wealth Advisor and Charissa Spach, MBA, CFP®, CDFA® Private Wealth Advisor

Virtual Seminar - Energy Management for High Performance

  • Tim Wilkinson CFS®, CMFC®, CIMA®, ACC®, Executive Consultant - Invesco
  • James T. Spach, MBA, CFP®, CEPA® Private Wealth Advisor and Charissa A. Spach, MBA, CFP®, CDFA® Private Wealth Advisor

Virtual Seminar - Market & Economic Perspectives

  • Dori Hetrick, Regional Director - Goldman Sachs
  • James Spach, MBA, CFP®, CEPA® Private Wealth Advisor and Charissa Spach, MBA, CFP®, CDFA® Private Wealth Advisor