Events

Estate Planning with Will, Trusts, and Trustees

This webinar is ideal for individuals and families looking to understand and enhance their estate planning strategies. Whether you're just beginning to plan or seeking to update your current estate plan, this session will provide valuable insights and practical advice.

Community Shred Day: Secure Document Disposal

Shred Day offers a safe, complimentary way to dispose of sensitive documents while supporting sustainability. Protect your identity, securely shred personal paperwork on-site, and help save trees by bringing friends and loved ones to participate.

Open-House Tailgate 2026

We are hosting an open-house for clients and their families. Please join us for fun, food, and drinks as we close in on Superbowl Sunday. We will have food trucks, a bounce house obstacle course, and other games for the family to enjoy.

Cyber Security: How to Stay Safe

A practical, easy‑to‑understand presentation that teaches everyday users how to recognize cyber threats and protect their personal and professional information online. Learn simple, effective strategies to stay secure in an increasingly digital world.

Long-Term Care

A straightforward and informative presentation that explains what long‑term care is, why planning ahead matters, and how families can prepare for the financial and emotional realities of aging. Attendees will gain practical guidance to protect their well‑being, independence, and resources for the future.

Swing, Sip & Socialize - Client Event at Electric Pickle!

Join us for an evening of family fun, friendly competition, and great company at our client event! Whether you'd like to swing into fall by swinging a paddle on the pickleball courts, swinging a club on the state-of-the-art golf simulators, or tossing bags in a casual game of cornhole, there's something for everyone to enjoy.

Webinar On Navigating Retirement Income: A Process For Retirement Preparedness - 6:00 PM

To the average person, preparing for a comfortable retirement can seem as intimidating as scaling a mountain. While you may apply certain strategies and techniques to reach the summit, climbing down will require a different method. The same is true for the phases of retirement where you may encounter risks like longevity, sequence of returns, and rising health care costs during the income phase - and unless you address them, they could threaten the funds you've worked hard to save.

Webinar On Navigating Retirement Income: A Process For Retirement Preparedness - 4:00 PM

To the average person, preparing for a comfortable retirement can seem as intimidating as scaling a mountain. While you may apply certain strategies and techniques to reach the summit, climbing down will require a different method. The same is true for the phases of retirement where you may encounter risks like longevity, sequence of returns, and rising health care costs during the income phase - and unless you address them, they could threaten the funds you've worked hard to save.

Shred Day - Earth Day 2025

There's nothing more important than protecting your identity. Responsibly destroying sensitive documents is a smart way to stay safe. Please join us for Shred Day. Every ton of recycled paper saves 17 trees, so feel free to bring your friends and loved ones along!

Webinar On Social Security: Seven Keys To Enhancing Benefits

Whether you're approaching retirement or planning for the future, this session will provide valuable insights on navigating Social Security eligibility, maximizing your benefits, and understanding the best time to start claiming. Don't miss professional advice and real-life strategies that could make a difference in your financial future.

Webinar On Social Security: Seven Keys To Enhancing Benefits

Whether you're approaching retirement or planning for the future, this session will provide valuable insights on navigating Social Security eligibility, maximizing your benefits, and understanding the best time to start claiming. Don't miss professional advice and real-life strategies that could make a difference in your financial future.

Client Kick-Off Event

We are hosting an open-house for clients and their families. Please join us for fun, food, and drinks as we close in on Superbowl Sunday. We will have food trucks, a bounce house obstacle course, and other games for the family to enjoy.

Empowering Your Financial Future: From Social Security To Investments To Estate Planning

Emuna Wealth Management invites you and your guest to a complimentary seminar on Financial & Estate Planning, covering essential topics from maximizing your financial plans and Social Security benefits to navigating the probate process and protecting your legacy. Attend the seminar and receive a complimentary consultation with Financial Advisor Montsé Terepocki and Attorney David HagEstad.

Empowering Your Financial Future: From Social Security To Investments To Estate Planning

Emuna Wealth Management invites you and your guest to a complimentary seminar on Financial & Estate Planning, covering essential topics from maximizing your financial plans and Social Security benefits to navigating the probate process and protecting your legacy. Attend the seminar and receive a complimentary consultation with Financial Advisor Montsé Terepocki and Attorney David HagEstad.

Webinar - Medicare, Filling The Gap - 5pm

Join us for an informative webinar designed to demystify Medicare and empower you with the knowledge you need to make informed healthcare decisions. Whether you are approaching eligibility, assisting a loved one, or just curious about the system, this session will provide valuable insights.

Webinar - Medicare, Filling The Gap - 3PM

Join us for an informative webinar designed to demystify Medicare and empower you with the knowledge you need to make informed healthcare decisions. Whether you are approaching eligibility, assisting a loved one, or just curious about the system, this session will provide valuable insights.

Conversation and Cocktails

Have you ever wondered what you can do with your 401k and if you're really in the most optimized investment? Come relax in the nice AZ weather with Montse Terepocki and Michael Jenco for a catered happy hour to chat and discuss your options.

Estate Planning With Wills, Trusts, And Trustees

Join us for an enlightening webinar on estate planning, where we’ll guide you through the essential steps to protect your assets and ensure your wishes are honored. You will learn the following... Basics of Estate Planning Creating a Comprehensive Will Trusts Explained Tax Implications Healthcare Directives Planning for Incapacity The Role of Trustees and Executors

Estate Planning With Wills, Trusts, And Trustees

Join us for an enlightening webinar on estate planning, where we’ll guide you through the essential steps to protect your assets and ensure your wishes are honored. You will learn the following... Basics of Estate Planning Creating a Comprehensive Will Trusts Explained Tax Implications Healthcare Directives Planning for Incapacity The Role of Trustees and Executors

Election Year Volatility: An Investor's Guide

Hear about investing in an election year presents unique challenges due to increased market volatility and uncertainty surrounding policy changes.

Getting The Most Out Of Your Client Portal: AdviceWorks

30 minute webinar where we can demonstrate how to effectively navigate your client portal.

Getting The Most Out Of Your Client Portal: AdviceWorks

30 minute webinar where we can demonstrate how to effectively navigate your client portal.

Mother's Day Paint and Sip - Client Education/Appreciation

Join us for a special day for us to say "Thank you!" for being our client and to celebrate moms. We will be going over strategies we use, market updates, and retirement planning. Whether you are a mom and want to spend it with your daughter, or you are a daughter that wants to honor your mom, we would love to treat you to a couple hours of enjoyment and financial education.

Shred Day

There's nothing more important than protecting your identity. Responsibly destroying sensitive documents is a smart way to stay safe. Please join me for Shred Day. Every ton of recycled paper saves 17 trees, so feel free to bring your friends and loved ones along!

Conversation and Cocktails

Have you ever wondered what you can do with your 401k and if you're really in the most optimized investment? Come relax in the nice AZ weather with Montse Terepocki and Michael Jenco for a catered happy hour to chat and discuss your options.

Long Term Care Planning Webinar

Tom Scarfo with Vanbridge will explain what you need to know about the subject and how we can all help. Tom will answer the following questions during our webinar. - What is Long Term Care? - What are the types of LTC services and how much do they cost? - Who pays the bill? Medicare, Medicaid, VA Benefits, Personal Assets, LTC insurance? - What are the types of plans available?

Long Term Care Planning Webinar

Tom Scarfo with Vanbridge will explain what you need to know about the subject and how we can all help. Tom will answer the following questions during our webinar. - What is Long Term Care? - What are the types of LTC services and how much do they cost? - Who pays the bill? Medicare, Medicaid, VA Benefits, Personal Assets, LTC insurance? - What are the types of plans available?

Conversation and Cocktails

Have you ever wondered what you can do with your 401k and if you're really in the most optimized investment? Come relax in the nice AZ weather with Montse Terepocki and Michael Jenco for a catered happy hour to chat and discuss your options.

Open-House Tailgate 2024

We are hosting an open-house for clients. Please join us for fun, food, and drinks as we close in onSuperbowl Sunday. We will have food trucks, a bounce house obstacle course, and other games for thefamily to enjoy. Please feel free to stop in anytime between 11 and 2.

American Express Conversation and Cocktails

Come for drinks and sushi. Chat with Montse Terepocki, your independent fiduciary dedicated to the American Express Team to provide financial guidance to the American Express 401k Retirement Plan.

American Express Conversation and Cocktails

Come for drinks and sushi. Chat with Montse Terepocki, your independent fiduciary dedicated to the American Express Team to provide financial guidance to the American Express 401k Retirement Plan.

Long Term Care Planning Webinar

Long Term Care Planning Webinar

American Express Conversation and Cocktails

Come for drinks and sushi. Chat with Montse Terepocki, your independent fiduciary dedicated to the American Express Team to provide financial guidance to the American Express 401k Retirement Plan.

Financial Wellness for The Park Residents

Information on: • Budget • Asset Maximization • Wealth Transfer

Budget Basics

Learn the basics on creating a budget and making your existing budget more efficient.

College Planning Online Seminar

We will talk about: • How much you need to save • When to start saving • Funding options • Education tax incentive

Social Security Planning

Are you wondering about Social Security? Get your questions answered.

Healthcare in Retirement

Learn the basics on healthcare for planning in retirement.

Preparing for Retirement

Learn the answers to your questions: • How do I want to retire? • How much money will I need to retire? • When is the right time to retire? • Who do I share my retirement income with? • What are the greatest risks to my retirement assets? • How do I invest for retirement?

Home Ownership Online Seminar

Learn the basics of the process to becoming a home owner.

Money Management

Learn what schools don't teach: easy and basic money management skills.

Financial Wellness 101

Learn the basics on building a healthy financial picture.

Financial Wellness 101

What are your financial goals for the New Year? Is it to be better financially? Is it to buy a house? Or what about starting to focus on retirement? No matter what it is, it all starts with a plan. Come to a free seminar and learn the basics of being Financially Fit for the New Year! Refreshments and a light dinner provided. Speakers include: - Montse Terepocki, Investment Consultant with Cetera Investors - Sheila Touhey*, Real Estate Agent with HomeSmart Real Estate - Raymond Grim*, Insurance Agent with American Family Insurance - KaiLee Baley*, Mortgage Loan Officer with HomeBridge Financial Services  *This individual is not affiliated or registered with Cetera Investment Services LLC.