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Client Events

Upcoming Appreciation & Social Events


September 2020 will be our annual shred day.  Final date to be advised.

As a courtesy to our clients, we will have our shredding service on site at our Walnut Creek office

We welcome our clients to come and take advantage of this free shredding service.

Simply bring anything you would like to have shredded to our Walnut Creek office. Refreshments will be served.

As always, we are committed to protecting your privacy and providing you with helpful & convenient service.

RSVP is required to attend.  Please call 925.370.3750 or email to register for this event.  


Vision 2020: Secure Act & tax Legislation

Date changed to Oct 2020.  Final date to be advised. 

VISION 2020: How Will SECURE Act & Tax Legislation Affect Your Plan.

Discussion Topics include:
• Impact of SECURE Act on your Retirement Plan
• How could your Retirement Income Plan be Affected?
• The New Challenges of Inheriting Retirement Accounts
• Persistent Confusion around Tax Law Changes
• The Impact of Taxation on your Nest Egg
• Strategies in Light of New Legislation & Persistent Investment Market Volatility

The SECURE Act & Tax Law Changes may have created a "Retirement Savings Time Bomb". Join us to learn what steps you can take to mitigate any concerns.

RSVP is required to attend. Please call 925.370.3750 or email

Space is limited so we recommend that you reserve your space as soon as possible.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither First Allied Securities, Inc. nor any of its representatives may give legal or tax advice.

Please be sure to check back for future events. 

 To RSVP to any event please contact Sonia at 925-370-3750 ext 108 or email

Past Events

We enjoy several social & appreciation events throughout the year with our clients.  This gives us an opportunity to visit with them & become acquainted with their social circle.


Saturday, November 9th:  10am - 12pm

Lafayette Park Hotel

3287 Mount Diablo Boulevard 

Lafayette, CA 94549

Retirement in the Face of Volatility, Taxes, & Recession

~ How to think about Retirement Expenses
~ Paychecks vs. Investment Withdrawals
~ The Impact of New Tax Laws
~ Strategies to Buffer Volatility
~ Anatomy of a Recession

Why Proper Estate Planning is Essential

~ Current Estate Planning Landscape
~ Probate & Probatable Assets
~ Essential Estate Documents for All

Healthcare in Retirement: Medicare & Long Term Care

~ Medicare Overview & Supplemental Coverage
~ Who Pays for Health Events?
~ Options Insuring for Long Term Care

Client Night at the Movies & Mid-Year Market Update
Thursday, July 11th, 2019 from 6:30pm

Century Theatres Downtown Walnut Creek

The event included:

Goals-Based Wealth Management in the Face of Market Volatility: An update from Jason Vitucci

The Economy in 2019: An Update from Blackrock

Private Screening of "Yesterday"

Spring Cleaning Shred Event.

Saturday, June 1st, 2019 from10:00AM to 12:00PM. 

At our Walnut Creek office.

As always, we are committed to protecting your privacy and providing you with helpful and convenient service!

Our clients joined us for coffee & pastries while sensitive documents were shredded.

Client Night at the Movies & Mid-Year Market Update.  

Thursday, August 9th 2018 at 6.30pm

Rheem Theatre:  350 Park Street, Moraga, CA 94556

The evening included:
- Updating Your Financial Plan: Mission Possible -- Jason Vitucci, CFP®, EA
- The Economy in 2018: Volatility, Interest Rates, & Geopolitics
-- Marc Pfeffer, Managing Director, Institutional Fixed Income CLS Investments
- Private Screening of Mission Impossible: Fallout starring Tom Cruise

Prior to the screening heard from a member of one of our portfolio management teams, CLS Investments - a sub-advisor we use to help manage client investments - about their thoughts on the economic themes influencing portfolio management in 2018.  Jason Vitucci also touched on updates about our practice and answered any client questions.

New Office Open House & Document Shredding Event

We invited clients to join us for an open house at our new offices near Contra Costa Centre district of Walnut Creek. Refreshments were served & we invited clients to bring their sensitive documents to be shredded onsite.

Saturday, September 23, 2017.  From 10am to noon


Client Night at the Movies & Mid-Year Market Update 2017

Our premier annual client event was on August 9 at the Orinda Theatre.  Jason provided an update on our practice.  We also had a sub-advisor in attendance who spoke to the current state of the global economy. 

Wednesday, August 9 at 6:30pm 

Guest Speaker:  Rusty Vanneman, Chief Investment Officer, CLS Investments

Private Screening:  Dunkirk; Directed by Christopher Nolan, Starring Kenneth Branagh & Tom Hardy

Movie Night & Mid-Year Market Update 2016

Clients joined us for our 6th annual movie night, a private screening of Cafe Society.

Wednesday, August 24th at 6.30 pm

at the Orinda Theatre

Prior to the screening we heard from Dr. Randy I. Anderson, PH.D, CRE, Chief Economist, Griffin Capital Corporation about his thoughts on global economic expectations for 2016 and beyond.

We thank all who attended and we look forward to continuing these events in the years to come.

Post tax season Shred Party 2016

Friday, May 20th from 3pm to 6pm

at our Kensington office

We invited our valued clients to join us in celebrating the end of another busy tax season.  Once again we are also offered a free shredding service.  We understand that disposing of your sensitive documents, such as very old tax returns or investment statements, can be a hassle.  We hope to help our clients protect their privacy by offering this annual shredding service.

Movie Night & Mid-Year Market Update 2015

Clients and their guests joined us for a private screening of Aloha

Thursday, June 18th at 6:30pm
Orinda Theatre

Prior to the screening we heard from a member of our portfolio management team at CLS Investments - one of the sub-advisors we use to help manage client investments - about their thoughts on the economic themes influencing portfolio management in 2015.

An enjoyable evening was had by all.

Identity Theft - Some steps you can take to help avoid it

Held at:

Mira Vista Golf & Country Club

Identity crime can take many forms and thieves can be very ingenious when attempting to steal your information. We will help you understand the risks and what can be done to avoid this crime. We can help you work to keep your identity and your financial future secure.

A member of the United States Secret Service spoke about the current threat of identity theft and what steps they suggest you take to prevent it from happening to you. 


Persons mentioned above are not affiliated with First Allied Securities Inc.