Loading Events

« All Events

  • This event has passed.

Helping You Prepare for Life’s Events!

March 10, 2016 @ 5:30 pm 8:30 pm

This month we have a panel of three experts on “Helping you Prepare for Life’s Events.” A little 101 class on Finance & Budgeting, Investment & Retirement, and Insurance & Disability.

  • Registration starts at 5:30 PM
  • Dinner is at 6:00 PM
  • First Speaker starts at 6:30 PM

Join us for this event and earn 1 CPE credit.

Speaker Bios:

Finance 101

“Budgeting, Saving & Planning” Current economy & market updates and how to budget, save and plan.  Will start with basic & get more detailed with the planning

Tony has 15 years of experience in the financial services industry.  Prior to joining Union Bank in 2015, he worked for JP Morgan Chase, where he held many positions over 12 years. Most recently he was a Vice President and Regional Investment Product Specialist for the San Diego, Inland Empire, and Silicon Valley markets in California.

Tony’s academic credentials include a Bachelor of Science in Finance from Illinois State University, and he is registered as a Certified Financial Planner. He holds his Series 7 and 66 securities licenses, as well as his California State Life and Health Insurance licenses.

Investing 101

“Critical Steps Towards Retirement” Critical steps toward retirement planning and ideas to help you create a truly successful and secure retirement.

Ms. Waddell has worked in banking and financial services since 2006.  She joined Wells Fargo Advisors as a Financial Advisor in 2012, after working several years as a Service Manager for Wells Fargo Bank.  She now serves as a Client Associate, for the Liber-Lincoln Wealth Management Group.

Ms. Waddell’s education includes a BA from the University of California at San Diego with a major in Political Science and a minor in Psychology. She is Series 7, 66 and CA insurance licensed and is a CERTIFIED FINANCIAL  PLANNER professional.

Dinner Menu:

Starter Course (Select one of the following choice)

  • Cajon Corn Chowder with Bay Shrimp
  • Garden Salad

Entree: (Select one of the following choice)

  • Vegetarian Plate of sauteed wild mushrooms, squash, fennel & roasted peppers, grilled & marinated Portobello mushrooms, goat cheese spinach wonton, and pinot grigio tomato sauce
  • Shrimp Tacos with 6 sauteed shrimp on two soft corn tortillas, chipotle aioli, guacamole & salsa
  • Free Range Chicken & Spinach Pasta with fresh Pascucci fettuccine tossed with parmesan pesto sauce, grilled chicken, spinach & fresh basil, topped with feta cheese & diced tomatoes
  • Humphreys Gourmet Burger is a Kobe beef char grilled, bacon onion compote, aged 1 yr white cheddar cheese on a soft artisan bun served with sweet potato fries
  • Grilled Skirt Steak Chimichurri is skirt steak, sauteed broccolini and oven roasted fingerling potatoes

Scholarship Opportunity Prizes:

  • $450 Facial Package – Alvarado Institute of Skin Care
  • $25 Starbucks Gift Card from Union Bank
  • Wine donated by Nancy Bolcan-Missey
  • Fitness Gift Bag

Pre-Buy your tickets when you register!

Members & Students $30.00  & All Guests $40.00

Register Now!


March 10, 2016
5:30 pm – 8:30 pm
Event Category:


Shelly Waddell, Vice-President
View Organizer Website

Humphreys Grill

3299 Holiday Court (Sheraton- La Jolla)
La Jolla, CA 92037 United States