Events

UPCOMING FREE EVENTS

BUDGETING STRATEGIES 

Date: ThursdaySeptember 15th | Time: 6pm-8pm | Location: Time & Space: 414 Vernon St, #110, Roseville, California 95678

Less than 50% of individuals build and maintain a personal budget, yet our lives revolve around money.  Join us to learn some strategies for creating and/or refining your budget. 


The one-hour presentation will be from 6:30-7:30 pm. Presenters will be available after for any questions you may have. If you would like to arrive a little earlier at 6:00 pm to join us for a bite, we'd love to have you!

Please choose from the following ticket types when registering (select only one type):

  1. 6:30 arrival - Presentation Only
  2. 6:00 early arrival - Food & Presentation (only available until 9/14 @1pm)

Due to Covid-19 restrictions, seating is limited! Register HERE

We hope to see you there!

If you have any questions please call the office at 916.432.5737 or email vicki@nextstep4you.com

To help keep you safe, surfaces will be disinfected prior to the event and seating will ensure that there is enough available space between each guest for social distancing during the presentation.


financial readiness for young adults: starting them off right

Date: WednesdaySeptember 23rd | Time: 6:30pm-7:30pm | Location: Time & Space: 414 Vernon St, #110, Roseville, California 95678

Teaching your high school/college aged children early in life to make saving for their future is vital to their financial success.  Who doesn’t want their children to be more financially sound than themselves?  Teaching early on to pay themselves for their future, just like they pay other obligations – like rent, car payments, utilities, etc. – will set them up for a strong financial future.  We will teach skills like budgeting for a large purchase and the impact of compound interest.

Due to Covid-19 restrictions, seating is limited! Register HERE 

We hope to see you there!

If you have any questions please call the office at 916.432.5737 or email vicki@nextstep4you.com

To help keep you safe, surfaces will be disinfected prior to the event and seating will ensure that there is enough available space between each guest for social distancing during the presentation.


Preparing for year end

Date: TuesdayOctober 6th | Time: 6pm-8pm | Location: Time & Space: 414 Vernon St, #110, Roseville, California 95678

There’s no better time than now to start getting things in order so you can move into 2021 strong.  We’ll discuss open enrollment periods, benefits your employer may offer that you should consider, smart tax strategies, and other important year end preparation items. 

Due to Covid-19 restrictions, seating is limited! Registration coming soon 

We hope to see you there!

If you have any questions please call the office at 916.432.5737 or email vicki@nextstep4you.com

To help keep you safe, surfaces will be disinfected prior to the event and seating will ensure that there is enough available space between each guest for social distancing during the presentation.


PAST EVENTS

All zoom sessions are Now available 

on our youtube channel  


ESTATE PLANNING: PUTTING  A PLAN IN PLACE

Date:  Wednesday, June 24th, 2020 | Time: 6pm-8pm | Location: Time & Space: 414 Vernon St, #110, Roseville, California 95678

Have you ever wondered why you would need an estate plan? Join us as we welcome Kristin Kaminski, an attorney from Maxey | Kaminski to talk about the benefits of estate planning. In California, if you own assets in excess of $150,000 an estate plan can make a difficult time easier for those you leave behind. Learn how putting a plan in place can allow you to have control even after you are gone.


AFTERNOON YOGA WITH SERENITY SPA

Live Zoom Session

Date:  Tuesday, May 19th & 26th, 2020 | Time: 4PM Pacific Time 

Please join us for a 30 min yoga session with Serenity Spa. They will be offering two afternoon sessions this month: May 19th and 26th

DE-STRESS & STRETCH

Live Zoom Session

Date:  Each Friday In May | Time: 04:30 PM Pacific Time  

Come unwind with us each week during the month of May! Take a little time out of your day for some self-care.  Join us each Friday for a 20 minute session to stretch and de-stress from your week.

UNDERSTANDING EACH OTHER IN TOUGH TIMES

How To Bring The Connection & Communication Back Into Your Marriage

Live Zoom Session

Date:  Thursday, May 14, 2020 | Time: 1:00 PM Pacific Time  

We’re all being forced to spend a lot of time together in quarantine. Some married couples are finding that all of this togetherness is driving a wedge between them rather than bringing them closer.

Staci Bartley, Relationship Expert & Mediator, would like to help attendees work through some of the troubles we are facing right now by helping to avoid the potential breakdown of relationships. She wants to help attendees understand how you can:

-Feel more confident, be more genuine, and develop mutual respect with your husband or wife. Result: You become more respected by and attractive to your partner

-Create less anger and resentment. Result: A more loving and peaceful marriage. 

-Have less underlying anxiety and enjoy a more fulfilled life spending time loving and connecting instead of fighting.

-To find out more about Staci and the work she does, you can visit her website at: https://stacibartley.com/

AFTERNOON YOGA WITH SERENITY SPA

Live Zoom Session

Date:  Starting Tuesday April 7, 2020 | Time: 4PM Pacific Time 

Join us each Tuesday in April for a 30 min yoga session with Serenity Spa. This is a 4 week series.  Once you have registered, you will receive reminders before each date in the series.  Join us once or for all 4 sessions!

NAVIGATING EMOTIONS IN A VOLATILE MARKET

Live Zoom Session

Date:  Wednesday May 6, 2020 | Time: 4PM Pacific Time

Are you letting your emotions make investment decisions for you? 
We often react to things in our environment based on what we hear in
the news, in the break room, or when we are with family and friends.
But what if what we think we know isn't exactly true? When it comes
to your savings and the market, wouldn’t you like to be empowered
to make decisions based on facts rather than hearsay?

MIND BODY SPIRIT WITH SUSAN NAVARRO OF MANA LIFE COACHING

Live Zoom Session

Date:  Thursday, April 30, 2020 | Time: 1PM Pacific Time
Join us as we welcome Susan Navarro, Mana Life Coaching.
During this 30-minute session we will explore the elements of the mind, body,
spirit connection - The medicine wheel. Susan will discuss a Holistic
integration of the medicine wheel for optimal well being.

SMALL BUSINESS FRIDAYS SERIES

Live Zoom Session

Date: Starting Friday April 3, 2020 | Time: 11AM Pacific Time  

As a small business owner we are always looking for cost effective, time saving, business building strategies. Join us each Friday as we discuss different topics that may impact your business.

Friday April 3rd - Build You Business with Technology :  Join us as we welcome Amanda Kuchlenz from Momentum Up Marketing. She will be discussing how you can use technology to build your business.

Friday April 10th - Working On Your Business:  Join Heather Clark, Financial Advisor, as she leads a discussion about annual planning, budgeting your business separate from your personal, and she'll touch a little on the
SBA loans due to the CARE act.

Friday April 24th - Communication Over Virtual Platforms: Please join us in welcoming  Jennifer Brown, SpeakingREAL Communications.
Would you like to polish your presentation and speaking skills to make a stronger impact? Do you find virtual platforms difficult when trying to showcase who you are and what you have to offer? Attendees of this webinar will leave with these tools:

  • How to clean up your speaking tendencies so that your message/content stands out. Too often great content is diluted by bad speaking habits such as: rushed speech, distracting body language and gestures, constant filler/crutch words such as like, you know, um, ah, so…
  • How to manage the “nervous” energy in your mind and body so that you can present your material with a marked level of confidence and competence.
  • What NOT to do if things don't go as planned or a mistake is made - how to maintain composure.
  • How to be YOU! Connecting with your audience even in virtual settings.
  • How to most effectively present over Zoom and other virtual platforms.

Friday May 1st - Productive Communications with Teams, Staff & ClientsPlease join us in welcoming  Jennifer Brown, SpeakingREAL Communications. This week Jennifer will be discussing how to effectively communicate with your teams, staff, and clients over Zoom and other virtual platforms. 

FINANCIAL READINESS FOR YOUNG ADULTS:

STARTING THEM OFF RIGHT 4 PART SERIES

Live Zoom Session

Dates:  Wednesdays starting April 8th, 15th, 22nd & 29th 2020 | Time: 1:00 PM Pacific Time

Teaching your high school and college-aged children early in life to save for their future is vital to their financial success. Who doesn't want their children to be more financially sound than themselves? Teaching early on to pay themselves for their future, just like they pay their obligations - like rent, car payments, utilities, etc. - will set them up for a strong financial future. We will teach skills like budgeting for a large purchase and the impact of compound interest.  Once you have registered, you will receive reminders before each date in the series.  Join us once or for all 4 sessions!

REAL ESTATE MARKET UPDATE

Live Zoom Session

Date:  Tuesday April 28, 2020 | Time: 10AM Pacific Time 

Join us as we welcome Shannon Thompson, Realtor
Everything has changed over the last month and the housing market is no exception. Shannon will provide a state of the housing market during this pandemic: loans, process changes, real-life examples. Will the housing market crash? Spoiler alert: she doesn't know! But she'll provide you with trends to watch and what they mean. 

DE-STRESS & STRETCH

Live Zoom Session

Date:  Friday, April 24, 2020 | Time: 04:30 PM Pacific Time 

Come unwind with us! Join us as we welcome Andrea Streight, fitness instructor and wellness coach. Andrea will lead us in a 20 minute detox, yoga style stretch to de-stress from the week. She will also be available to answer a few questions at the end of the session.

TUESDAY MORNING TOPICS: FAMILY MEETINGS

Live Zoom Session

Date:  Tuesday April 21, 2020 | Time: 10AM Pacific Time 

Join Heather Clark, Financial Advisor, as she talks about the
purpose of family meetings. She will cover topics that should
be considered, who should be involved and what you should
expect from a family meeting.

DE-STRESS & STRETCH

Live Zoom Session

Date:  Friday, April 17, 2020 | Time: 04:30 PM Pacific Time 

Join us as we welcome Pam Sherman, of The Perfect Balance, for a 20 minute de-stress live session.  Pam will help us clear our minds during this stressful period in our lives.  She will also be available to answer a few questions at the end.  We hope you can join us!


GOOD COMPUTER POSTURE WITH HOFFART CHIROPRACTIC INC.

Live Zoom Session

Date:  Thursday, April 16, 2020 | Time: 1PM Pacific Time 

Join us for a 30 minute session with Dr. Vince Hoffart of Hoffart Chiropractic Inc.  Many people working from home are without their typical ergonomic workplace desk set-up. We are now working from our couch, table, counter, etc.  Dr. Hoffart will talk about how to practice good posture in the home work environment and will give us a couple of posture exercises we can do to help support a healthy back.


TUESDAY MORNING TOPICS: ESTATE PLANNING

Live Zoom Session

Date:  Tuesday April 14, 2020 | Time: 10AM Pacific Time 

Join us as we talk with local estate planning attorney, Kristin Kaminski, Maxey Kaminski, A Law Corporation as she answers questions about the differences between Wills and Trusts and what the minimum documents are that she recommends that every person have. This will be a live question and answer session.

GUIDED MEDITATION

Live Zoom Session

Date:  Friday, April 10, 2020 | Time: 04:30 PM Pacific Time 

Please join us in welcoming Serenity Spa for a guided meditation session. Take a little time out this week for some self-care.  We hope you can join us!

PERSONAL BUDGETING BASICS 2

Live Zoom Session

Date:  Thursday, April 9, 2020 | Time: 1:00 PM Pacific Time 

During this session, we will walk through a few different ways for you to track your budget on a daily, weekly, or monthly basis. We hope to see you there!

AFTERNOON YOGA WITH SERENITY SPA

Live Zoom Session

Date:  Starting Tuesday April 7, 2020 | Time: 4PM Pacific Time 

Join us each Tuesday in April for a 30 min yoga session with Serenity Spa. This is a 4 week series.  Once you have registered, you will receive reminders before each date in the series.  Join us once or for all 4 sessions!

DE-STRESS & STRETCH

Live Zoom Session

Date:  Friday, April 3, 2020 | Time: 04:30 PM Pacific Time 

Join us as we welcome Pam Sherman, of The Perfect Balance, for a 10 minute de-stress live session.  Pam will help us clear our minds during this stressful period in our lives.  She will also be available to answer a few questions at the end.  We hope you can join us!

PERSONAL BUDGETING BASICS 1

Live Zoom Session

Date:  Thursday, April 2, 2020 | Time: 1:00 PM Pacific Time 

Less than 50% of individuals build and maintain a personal budget, yet our lives revolve around money.  Join us to learn some strategies for creating and/or refining your budget.  We hope to see you there!

Register HERE Once registered you will receive an email with the meeting information.

TUESDAY MORNING TOPICS

Live Zoom Session 

March 31st - 2020 Tax Changes

Join us as we welcome Tracie Race, CPA of Moore, Messina, Webb LLP
as she talks about the recent changes to the 2019 filing deadlines.  


April 7th - Healthy Eating and Wellness

Join us as we welcome Pam Sherman of The Perfect Balance.
She will be discussing ways to boost your immune system,
how to cope with stress other than eating your feelings, as well as listening to your body.

DE-STRESS & STRETCH

Live Zoom Session

Date:  Friday, March 27, 2020 | Time: 04:30 PM Pacific Time 

Join us as we welcome Pam Sherman, of The Perfect Balance, for a 10 minute de-stress live session.  Pam will help us clear our minds during this stressful period in our lives.  She will also be available to answer a few questions at the end.  We hope you can join us!

INVESTING - GET OUT OF YOUR HEAD

Date:  March 11, 2020 | Time: 6pm-8pm | Location: Time & Space: 414 Vernon St, #110, Roseville, California 95678

We often react to things in our environment based on what we hear on the news, in the break room or when we are with family and friends.  But what if what we think we know isn't exactly true?  Join us to learn how to change habits you may already have, and not realize.  When it comes to your savings and the market, wouldn’t you like to be empowered to make decisions based on facts rather than hearsay?

We will have a light meal at 6pm followed by a one hour presentation from 6:30-7:30pm. Heather will be available after the presentation for any questions you may have.  

BUYING A HOME

Date:  February 25, 2020 | Time: 6pm-8pm | Location: Time & Space: 414 Vernon St, #110, Roseville, California 95678

Are you looking to purchase a home, have questions about a home equity line of credit or wanting to refinance but aren’t sure where to start?  Join us as we welcome Bernie Tomei, Gold Star Mortgage, and Shannon Thompson, Capitol Crown Real Estate, as they share with us the steps you need to take to make your buying experience as stress free as possible.


We will have a light meal at 6pm followed by a one hour presentation from 6:30-7:30pm. Heather will be available after the presentation for any questions you may have.  


BUDGETING STRATEGIES FOR THE NEW YEAR

Three Tuesday Dates Available in 2020:  January 21st, May 19th &  September 15th | Time: 6pm-8pm | Location: Time & Space: 414 Vernon St, #110, Roseville, California 95678

Less than 50% of individuals build and maintain a personal budget, yet our lives revolve around money.  Join us to learn some strategies for creating and/or refining your budget. 

Client HOLIDAY Appreciation PARTY

Date: Friday, December 6, 2019 | Time: 6pm-8pm | Location: Blue Line Arts 405 Vernon Street, #100, Roseville, CA 95678

JOIN US FOR

Complimentary Drinks, Dinner, and Live Music so we can properly THANK YOU!

We are pleased to participate in the CHiPs for kids toy drive again this year.  Join us in the holiday spirit of giving by bringing a new, unwrapped toy to contribute to this worthy cause.

Free parking is available above the gallery or on the street

RSVP by clicking here RSVP | email at vicki@nextstep4you.com | 916.432.5737

CHip's for kids toy drive

Date: Now through Friday, December 13, 2019 | Time: 8am-4pm Location: 1227 Pleasant Grove Blvd, Suite 200, Roseville, CA 95678

PREPARING FOR THE YEAR END

Date: October 16, 2019 | Time: 6pm  -8pm | Location: Time & Space: 414 Vernon St #110, Roseville, California 95678

There’s no better time than now to start getting things in order so you can head into 2020 strong.  We’ll discuss open enrollment periods for employer benefit plans, smart tax strategies, and other important year end preparation items.

Seating is limited so reserve your space today.

RSVP by clicking HERE or by email: vicki@nextstep4you.com

CLASS RESCHEDULED

INVESTMENTS: HOW SPICY IS YOUR CURRENT PLAN?

Date: June 12, 2019 | Time: 6pm - 8pm | Location: Time & Space: 414 Vernon St #110, Roseville, California 95678

When it comes to investment savings, we all want to see growth but fear loss. Everyone has a different tolerance for what they can accept in market fluctuations.  We will look at how small changes can help us sleep better at night using a tool that translates risk into something we can see. 

Seating is limited so reserve your space today.

RSVP by clicking HERE or by email: vicki@nextstep4you.com


MOTHER'S DAY MAKE + TAKE

Date: May 8, 2019 | Time: 11:30am- 1:30pm & 6pm-8pm | Location: Time & Space: 414 Vernon St #110, Roseville, California 95678

JOIN US ALONG WITH doTERRA REPRESENTATIVE 
COLEEN WOOLMAN TO LEARN ABOUT THE MANY
USES AND BENEFITS OF ESSENTIAL OILS

 

MAKE + TAKE A SUGAR SCRUB FOR YOU OR MOM
little BITES + DRINKS + ESSENTIAL OIL EXPERIENCE

CHOOSE FROM WILD ORANGE, GINGER LIME,
SPEARMINT EUCALYPTUS OR LAVENDER

Seating is limited so reserve your space today.

RSVP by clicking HERE or by email: vicki@nextstep4you.com


FINANCIAL SUCCESS: ARE YOU HOLDING

YOURSELF BACK?

Date: April 10, 2019 | Time: 11:30am - 1:30pm & 6pm-8pm | Location: Time & Space: 414 Vernon St #110, Roseville, California 95678

Join us to learn how your personal biases impact your decision making and success in achieving your goals – both short term and long term.  When we understand what may be holding us back, we can make changes to create success.  Guest Speaker:  Adam Barrios, Charles Schwab Investment Management, Inc.

Seating is limited so reserve your space today.

RSVP by clicking HERE or by email: vicki@nextstep4you.com

CLASS RESCHEDULED

INVESTMENTS: HOW SPICY IS YOUR CURRENT PLAN?

Date: June 12, 2019 | Time: 6pm - 8pm | Location: Time & Space: 414 Vernon St #110, Roseville, California 95678

When it comes to investment savings, we all want to see growth but fear loss. Everyone has a different tolerance for what they can accept in market fluctuations.  We will look at how small changes can help us sleep better at night using a tool that translates risk into something we can see. 

Seating is limited so reserve your space today.

RSVP by clicking HERE or by email: vicki@nextstep4you.com


MOTHER'S DAY MAKE + TAKE

Date: May 8, 2019 | Time: 11:30am- 1:30pm & 6pm-8pm | Location: Time & Space: 414 Vernon St #110, Roseville, California 95678

JOIN US ALONG WITH doTERRA REPRESENTATIVE 
COLEEN WOOLMAN TO LEARN ABOUT THE MANY
USES AND BENEFITS OF ESSENTIAL OILS

 

MAKE + TAKE A SUGAR SCRUB FOR YOU OR MOM
little BITES + DRINKS + ESSENTIAL OIL EXPERIENCE

CHOOSE FROM WILD ORANGE, GINGER LIME,
SPEARMINT EUCALYPTUS OR LAVENDER

Seating is limited so reserve your space today.

RSVP by clicking HERE or by email: vicki@nextstep4you.com


FINANCIAL SUCCESS: ARE YOU HOLDING

YOURSELF BACK?

Date: April 10, 2019 | Time: 11:30am - 1:30pm & 6pm-8pm | Location: Time & Space: 414 Vernon St #110, Roseville, California 95678

Join us to learn how your personal biases impact your decision making and success in achieving your goals – both short term and long term.  When we understand what may be holding us back, we can make changes to create success.  Guest Speaker:  Adam Barrios, Charles Schwab Investment Management, Inc.

Seating is limited so reserve your space today.

RSVP by clicking HERE or by email: vicki@nextstep4you.com

MAKE 2019 DIFFERENT:  GOAL SETTING FOR SUCCESS

Date: February 6, 2019 | Time: 6pm-8pm | Location: Time & Space: 414 Vernon St #110, Roseville, California 95678

Are you tired of setting goals and not sticking to them? Pam Sherman, of the Perfect Balance, will show you an easy way to set goals, implement them into your daily life and see awesome changes happen for in 2019! Pam has been a personal trainer for more than 20 years, has published multiple books, is a motivational speaker, and online fitness coach who believes it’s not about setting HUGE goals, but rather small attainable goals that you will stick with all year long!

Seating is limited so reserve your space today.

RSVP by clicking HERE or by email: vicki@nextstep4you.com

WE ARE SO VERY GRATEFUL FOR YOU HOLIDAY PARTY

Date: November 30, 2018 | Time: 5pm-8pm | Location: Blue Line Arts 405 Vernon Street, #100, Roseville, California 95678

JOIN US AT

Blue Line Arts for complimentary drinks, dinner, and live music so we can properly THANK YOU!

We are pleased to participate in the CHiPs for kids toy drive again this year.  Join us in the holiday spirit of giving by bringing a new, unwrapped toy to contribute to this worthy cause.

Free parking is available above the gallery

RSVP by clicking here RSVP or by email at vicki@nextstep4you.com

ESTATE PLANNING: 10 MYTHS AND MISTAKES TO AVOID

Date: October 3, 2018 | Time: 6pm-8pm | Location: Time& Space: 414 Vernon St #110, Roseville, California 95678

Join us for a light dinner and one hour educational presentation by Mike Bennett of MCB Estate Planning in Roseville. He will discuss estate planning myths and mistakes to avoid.
Seating is limited so reserve your space today by calling the office 916-432-5737 or emailing vicki@nextstep4you.com

RETIREMENT PLANS: MISTAKES TO AVOID

Date: September 12, 2018 | Time: 6pm-8pm | Location: 1227 Pleasant Grove Blvd, Suite 200, Roseville, California 95678

Join us for a light dinner and one hour educational presentation with Neil Nakagawa from The Pacific Financial Group that will help you get the most from your retirement plan. You'll have a better understanding of your options and how to create a plan for retirement. Seating is limited so reserve your space today by calling the office              916-432-5737 or emailing vicki@nextstep4you.com

Social Security Educational Presentation

Date: May 31, 2018 | Time: 6pm-8pm | Location: Time& Space: 414 Vernon St #110, Roseville, California 95678

Join us for a light dinner and one hour educational presentation with Greg Zane from Principal Funds that will help you get the most from Social Security. You'll have a better understanding of your options and how to create a plan for retirement that includes these benefits. Seating is limited so reserve your space today! Seating is limited so reserve your space today by calling the office 916-432-5737 or emailing vicki@nextstep4you.com

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Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: CA, CO, OR, UT. Cambridge and Next Step Wealth Management are not affiliated.

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