Upcoming Events

Saturday January 13, 2018
"Gray Love and the Nearlyweds"


5:30pm - 7:00pm

Opus Bank
San Rafael, CA

Many people 55 or older may find love later in life, or fall in love again, only to stumble on the financial and real property issues with combining households. A four-star panel takes on the subject of cohabitation, and gray marriage, and impact of the latest tax code revision on couples and households. Speakers will include family law attorney Christina Sherman, CPA Tamara Hull, and Realtor Toni Shroyer. Moderator will be Kathleen Nemetz, Certified Financial Planner and Investments Manager. Hosted by the Women's Collective of Marin. Everyone welcome. Donations of $5 to $10 at the door asked for a horse therapy charity active in Novato.

RSVP to this event HERE.



Tuesday, January 16, 2018
"THE REPUBLICAN TAX BILL, HOW WILL IT AFFECT YOU?"

12:00pm - 1:00pm

Marin Builders Association
San Rafael, CA

Panel discussion, speakers:

We will address how to fund retirement using income sources form investments, reverse mortgages, rentals, and Social Security. Opportunities and pitfalls of each will be discussed. Tax treatment will be reviewed of retirement vs. trust accounts, passive income, and loan income. Effects of divorce will be discussed, with regard to benefits for Social Security and division of retirement assets.

Kathleen Nemetz, Financial Advisor & Certified Financial Planner
Anthony Trias, Certified Financial Planner
Susan M. Haase, CPA
Colin Kelley, Estate Planning, Probate & Trust Law Attorney

Register for this event HERE.



Saturday, February 17, 2018
"TAX SMARTER INVESTING"


10:00am - 11:30pm

Venturepad
1020 B Street
San Rafael, CA

Donuts and coffee will be served.

RSVP to this event: knemetz@mcclurgcapital.com



Saturday, March 17, 2018
"ALIGNING CONSCIENCE WITH INVESTMENTS"


10:00am - 11:30pm

Venturepad
1020 B Street
San Rafael, CA

Donuts and coffee will be served.

RSVP to this event: knemetz@mcclurgcapital.com



Saturday, April 7, 2018
"ALL ABOUT BONDS"


10:00am - 11:30pm

Venturepad
1020 B Street
San Rafael, CA

With guest speaker P.J. McCarthy, head of fixed income trading, McClurg Capital.

Donuts and coffee will be served.

RSVP to this event: knemetz@mcclurgcapital.com