Seminars

We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.

Workshops and Seminars

At Brady Wealth Management Insurance and Financial Services, we hold informational workshops and insurance sales presentations for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Whenever you attend an educational workshop or seminar, you are welcome to schedule a one-on-one, no-obligation meeting with us to review your retirement plans.

Our Calendar of Events

Stay tuned for more events coming up.

IRAs, Taxes and Retirement Educational Workshops:

Presented by Brady and Erin Schmidt of Brady Wealth Management, Insurance and Financial Services.  
Brady Schmidt and Erin Schmidt will be hosting an Educational Workshop on how to prepare for Taxes and Solutions to grow and protect your Portfolio in Retirement.  

UPCOMING EVENTS:

Wednesday, September 27, 2017
4:30 pm to 6:30 pm
La Cañada Public Library Meeting Room

4545 North Oakwood Avenue, La Cañada Flintridge, CA 91011

***Please call us to register ahead of time as space is very limited! To RSVP, Call us at (626) 993-6725 or (805) 845-4847

 

Past Events

The Retirement Client Cruise, November 2014.  

On November 8, 2014 we hosted our Annual Client Appreciation Dinner.  Over 70 of our VIP clients and their guests embarked with Brady and Erin Schmidt on a cruise aboard the Scarlett Belle Riverboat in the Channel Islands Harbor.  Thank you to all our wonderful clients who attended this amazing and fun evening! We are so thankful for you all!

Four Seasons Resort, Westlake Village, CA, Tuesday, April 28, 2015. VIP New Client Social Event.

We had a wonerful time at the Four Seasons Tasting Room in Westlake Village with our New clients and their guests to meet Brady Schmidt and his team, enjoy fine wine, foods and have fun.  

 

Client Appreciation Event

Client Appreciation Event in Downtown Ventura, CA, Spring, 2014. We had a lovely dinner in downtown Ventura with some of our best clients and friends. 

 

Register for a Seminar!

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    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Brady Schmidt CA Dept of Insurance License #0632846 and Erin Schmidt CA Dept of Insurance License #0L07961. Erin Schmidt offers investment advisory services through AE Wealth Management, LLC. Only Erin Schmidt of Brady Wealth Management Insurance and Financial Services is registered to give investment advice.

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