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PRODID:-//Xceed Wealth Management Group - ECPv5.0.0.2//NONSGML v1.0//EN
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X-WR-CALNAME:Xceed Wealth Management Group
X-ORIGINAL-URL:https://xceedwealthmanagement.org
X-WR-CALDESC:Events for Xceed Wealth Management Group
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TZID:America/Los_Angeles
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TZOFFSETFROM:-0800
TZOFFSETTO:-0700
TZNAME:PDT
DTSTART:20200308T100000
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DTSTART:20201101T090000
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TZID:America/New_York
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DTSTART:20200308T070000
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DTSTART:20201101T060000
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200225T110000
DTEND;TZID=America/Los_Angeles:20200225T140000
DTSTAMP:20200320T031737
CREATED:20200207T010139Z
LAST-MODIFIED:20200224T235844Z
UID:3575-1582628400-1582639200@xceedwealthmanagement.org
SUMMARY:Meet our Xceed Wealth Management Financial Consultant - San Jose\, CA
DESCRIPTION:Our Financial Consultants are registered with LPL Financial\, and are dedicated to helping Xceed members work towards their retirement and investment goals. They provide a personal approach and offer their experience in investments\, insurance\, and wealth management. \nAn Xceed Wealth Management Financial Consultant will be on site to help answer any financial planning and investment questions you may have\, and to help get you on the path towards meeting your financial goals. \nRSVP TO 800.222.9328 or xwmg@lpl.com \nClick here to schedule an appointment with David Buldoc \n \n
URL:https://xceedwealthmanagement.org/event/meet-our-xceed-wealth-management-financial-consultant-0225/
LOCATION:The Plant\, 2195 Monterey Highway\, San Jose\, CA\, 95125\, United States
ORGANIZER;CN="David%20Bolduc":MAILTO:xwmg@lpl.com
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200226T110000
DTEND;TZID=America/Los_Angeles:20200226T140000
DTSTAMP:20200320T031737
CREATED:20200207T005140Z
LAST-MODIFIED:20200225T000224Z
UID:3569-1582714800-1582725600@xceedwealthmanagement.org
SUMMARY:Meet our Xceed Wealth Management Financial Consultant - San Jose\, CA
DESCRIPTION:Our Financial Consultants are registered with LPL Financial\, and are dedicated to helping Xceed members work towards their retirement and investment goals. They provide a personal approach and offer their experience in investments\, insurance\, and wealth management. \nAn Xceed Wealth Management Financial Consultant will be on site to help answer any financial planning and investment questions you may have\, and to help get you on the path towards meeting your financial goals. \nRSVP TO 800.222.9328 or xwmg@lpl.com \nClick here to schedule an appointment with David Buldoc \n \n
URL:https://xceedwealthmanagement.org/event/meet-our-xceed-wealth-management-financial-consultant-0226/
LOCATION:The Plant\, 2195 Monterey Highway\, San Jose\, CA\, 95125\, United States
ORGANIZER;CN="David%20Bolduc":MAILTO:xwmg@lpl.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200226T180000
DTEND;TZID=America/New_York:20200226T200000
DTSTAMP:20200320T031737
CREATED:20200130T231658Z
LAST-MODIFIED:20200225T000535Z
UID:3526-1582740000-1582747200@xceedwealthmanagement.org
SUMMARY:Building a Strong Financial Future - Rochester\, NY
DESCRIPTION:This free seminar focuses on retirement savings needs\, how to estimate Social Security benefits\, and the impact of inflation.\nDifferent asset allocation strategies are outlined\, as well as estate planning considerations and new tax rules. \nSeating is limited. \nNote: This is a hands-on working seminar. \nBe sure to bring a calculator and information about your budget\, assets\, and expenses. \nRSVP TO 800.222.9328 or xwmg@lpl.com \nClick here to schedule an appointment with Harvey Reiner \n \n
URL:https://xceedwealthmanagement.org/event/building-a-strong-financial-future-0226/
LOCATION:Stone Ridge Financial Center\, 1560 W Ridge Rd\, Rochester\, NY\, 14615\, United States
ORGANIZER;CN="Harvey%20Reiner":MAILTO:xwmg@lpl.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200227T180000
DTEND;TZID=America/New_York:20200227T200000
DTSTAMP:20200320T031737
CREATED:20200130T232528Z
LAST-MODIFIED:20200225T000649Z
UID:3530-1582826400-1582833600@xceedwealthmanagement.org
SUMMARY:Is Your Retirement Within Reach? Seminar - Rochester\, NY
DESCRIPTION:At this informative workshop\, you’ll learn: \n\nWhy starting to invest early is critical to your retirement\nThe benefits of enrolling in your plan\nHow to put yourself on the path toward retirement with the help of your Retirement Results Team\n\nRSVP TO 800.222.9328 or xwmg@lpl.com \nClick here to schedule an appointment with Eric Schwilk \n \n  \n
URL:https://xceedwealthmanagement.org/event/is-your-retirement-within-reach-seminar-0227/
LOCATION:Pittsford Financial Center\, 3330 Monroe Ave\, Rochester\, NY\, 14618\, United States
ORGANIZER;CN="Eric%20Schwilk":MAILTO:xwmg@xfcu.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200227T180000
DTEND;TZID=America/Los_Angeles:20200227T200000
DTSTAMP:20200320T031737
CREATED:20200130T233728Z
LAST-MODIFIED:20200225T000806Z
UID:3534-1582826400-1582833600@xceedwealthmanagement.org
SUMMARY:Money Mixer for Young Professionals - El Segundo\, CA
DESCRIPTION:Join us for a night of professional networking at the AC Hotel by Marriott in El Segundo. Talk to one of our Xceed Wealth Management Group Associates and learn how you can work to achieve your own financial independence. \nDrinks will be available. \nRSVP TO 800.222.9328 or xwmg@lpl.com \nClick here to schedule an appointment \n
URL:https://xceedwealthmanagement.org/event/money-mixer-0227/
LOCATION:AC Hotel by Marriott\, 2130 E Maple Ave\, El Segundo\, CA\, 90245\, United States
ORGANIZER;CN="Xceed%20Wealth%20Management%20Group":MAILTO:xwmg@xfcu.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200305T180000
DTEND;TZID=America/Los_Angeles:20200305T200000
DTSTAMP:20200320T031737
CREATED:20200130T234709Z
LAST-MODIFIED:20200303T235822Z
UID:3537-1583431200-1583438400@xceedwealthmanagement.org
SUMMARY:Are Your Financial Goals on Track? (Spanish Speaking) - El Segundo\, CA
DESCRIPTION:For many people\, balancing the responsibilities related to work\, family life and money is challenging. This seminar will help you focus on what’s important and how to improve the balance in your life. Since personal financial habits play a major role in successfully reaching that goal\, three solid financial habits are discussed in detail: \n\nDetermining your financial well-being score\nReviewing personal finances\nKeeping big goals on track\n\nRSVP TO 800.222.9328 or xwmg@lpl.com \nClick here to schedule an appointment with Oswaldo Sayon \n \n
URL:https://xceedwealthmanagement.org/event/are-your-financial-goals-on-track-0305/
LOCATION:El Segundo\, 837 N Douglas St\, El Segundo\, CA\, 90245\, United States
ORGANIZER;CN="Oswaldo%20Sayon":MAILTO:xwmg@xfcu.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20200326T180000
DTEND;TZID=America/Los_Angeles:20200326T193000
DTSTAMP:20200320T031737
CREATED:20200317T225759Z
LAST-MODIFIED:20200318T171906Z
UID:3655-1585245600-1585251000@xceedwealthmanagement.org
SUMMARY:Living Trusts & Estate Planning - Webinar (PST)
DESCRIPTION:Creating a trust can help safeguard your assets and determine the direction of your legacy. In some states\, if you pass away owning more than $150\,000 in assets\, whether you have a will or not\, your estate could subject to the costs and delays of probate.* \nJoin Xceed Wealth Management Group for one of our upcoming webinars. \nAT THIS WEBINAR WE WILL REVIEW HOW TO: \n\nAvoid the pitfalls of using joint ownership as a way to transfer property\nEmpower the right person to manage your finances and make medical decisions for you in the event of incapacitation\nNominate guardians and provide for minor children\nDistribute assets according to your wishes\nEstablish a Living Trust to avoid probate\n\nOUR WEBINAR WILL BE HOSTED ON GOTOMEETING: \nUse your computer\, tablet\, or smartphone \n\nTINYURL.COM/138606837\n\nDial in using your phone \n\nUSA (Toll Free)\n877.309.2073\nUSA\n646.749.3129\n\nUse the Access Code \n\n138-606-837\n\nRSVP TO 800.222.9328 or xwmg@lpl.com \nClick here to schedule an appointment with Steven Barrett \n \n
URL:https://xceedwealthmanagement.org/event/living-trusts-estate-planning-pst-0326/
LOCATION:Webinar – GOTOMEETING\, United States
ORGANIZER;CN="Steven%20Barrett":MAILTO:xwmg@lpl.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200326T180000
DTEND;TZID=America/New_York:20200326T193000
DTSTAMP:20200320T031737
CREATED:20200317T231715Z
LAST-MODIFIED:20200318T172053Z
UID:3659-1585245600-1585251000@xceedwealthmanagement.org
SUMMARY:Living Trusts & Estate Planning - Webinar (EST)
DESCRIPTION:Creating a trust can help safeguard your assets and determine the direction of your legacy. In some states\, if you pass away owning more than $150\,000 in assets\, whether you have a will or not\, your estate could subject to the costs and delays of probate.* \nJoin Xceed Wealth Management Group for one of our upcoming webinars. \nAT THIS WEBINAR WE WILL REVIEW HOW TO: \n\nAvoid the pitfalls of using joint ownership as a way to transfer property\nEmpower the right person to manage your finances and make medical decisions for you in the event of incapacitation\nNominate guardians and provide for minor children\nDistribute assets according to your wishes\nEstablish a Living Trust to avoid probate\n\nOUR WEBINAR WILL BE HOSTED ON GOTOMEETING: \nUse your computer\, tablet\, or smartphone \n\nTINYURL.COM/138606837\n\nDial in using your phone \n\nUSA (Toll Free)\n877.309.2073\nUSA\n646.749.3129\n\nUse the Access Code \n\n138-606-837\n\nRSVP TO 800.222.9328 or xwmg@lpl.com \nClick here to schedule an appointment with Steven Barrett \n \n
URL:https://xceedwealthmanagement.org/event/living-trusts-estate-planning-webinar-est-0326/
LOCATION:Webinar – GOTOMEETING\, United States
ORGANIZER;CN="Steven%20Barrett":MAILTO:xwmg@lpl.com
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