Events
Upcoming Events
Take Control of Concentrated Stock Positions — Tax-Aware Strategies for Diversification and Risk Management presented by BlackRock Webinar
Join Sierra Pacific Private Wealth, alongside BlackRock Advisors Bianca Schmidt and Michael Lee, for an educational webinar focused on tax-aware strategies for managing concentrated stock positions. Learn how direct indexing and option overlay strategies may help investors improve diversification, manage risk, and enhance long-term portfolio flexibility.
Past Events
March 26, 2026
1:30p - 2:30p
Zoom
AI Perspectives - What Investors Need to Know, presented by Goldman Sachs Webinar
Join Sierra Pacific Private Wealth and Goldman Sachs for a complimentary 1-hour webinar exploring the real economic impact of artificial intelligence. Goldman Sachs strategist Holden Patterson will share insights on AI’s potential to drive productivity growth, expand global GDP, and reshape opportunities across markets beyond the “Magnificent 7.”... Read more
November 15, 2025
11:30a - 2:30p
Location will be disclosed upon confirmation
Private Event: Wine & Wills Holiday Event: Estate Planning Meets Financial Strategy
Join us for an exclusive event of wine tasting and insightful discussion on how estate planning and financial planning work hand-in-hand to protect your wealth and your legacy. Hosted with our trusted estate attorney partners, Silverman & Jaffe, P.C. of Walnut Creek, this event is designed for tech executives and professionals... Read more
April 30, 2025
1:30p - 2:30p
Zoom
Apr 30th webinar, Navigating Volatility: Harnessing Private Markets for Stability and Growth
Explore the transformative potential of contemporary private markets and their vital role in portfolio diversification.
January 30, 2025
1:30p - 2:30p
Zoom
2025 Bond Market Outlook & Private Credit Webinar
During 2022 fixed income investors had one of their worst years. Many were claiming the 40/60 portfolio was dead. Join us and learn how tax-savvy investors use fixed-income and private credit instruments to minimize the tax liability of their employer stock while maximizing returns and utilizing effective diversification strategies to help improve returns while also reducing risk.
December 5, 2024
1:30p - 2:30p
Zoom
Advanced Retirement Planning for Business Owners
Are you a small to medium-sized business owner who is looking to boost your retirement savings while also reducing your taxes and the amount of fees you pay for your current retirement plan? Join us, along with our guest expert presenter Adam Zuro of Nicholas Pension Consultants, and find out how you can use Advanced Retirement Planning techniques to achieve these goals.
June 6, 2024
1:00p - 2:00p
Zoom
Qualified Opportunity Zones
Do you have a significant investment with a substantial unrealized capital gain? Would you like to realize that gain, reduce your exposure, and delay the payment of the capital gains tax? Let us show you how, through the use of Qualified Opportunity Zone investments, you can realize all three of those goals.
April 25, 2024
1:30p - 2:30p
Zoom
Direct Index Investing - A Solution for High Net Worth Individuals with Concentrated Stock Positions
Are you accumulating a large, concentrated Stock position in your company stock or that of another? Are you concerned about the tax implications that you will incur when it comes time to diversify the proceeds from that sale? We will show how the use of Direct Index investing can help with both of these situations.
February 15, 2024
1:30p - 2:30p
Zoom
Tax Planning Strategies That You Can Use to Attract and Retain Clients
Our clients often ask us if we know a CPA who does tax planning in addition to just tax preparation. This is especially true for those corporate executives with sizable equity compensation as well as our small and medium-sized business owners. Those clients are looking for innovative solutions to their equity and tax situations. We would like to present you with several planning ideas you can present to your clients.
February 15, 2024
1:30p - 2:30p
Zoom
Tax Planning Strategies to Start Reducing Your 2024 Taxes Today
Do you have equity compensation from your employer, or do you own a business? Are you tired of getting surprised at tax time and finding out that you owe more taxes than you expected? Now is the time to take action to reduce your tax liability for the year 2024. We would like you join us for this educational webinar titled “Tax Planning Strategies for 2024” to learn various tactics and actions that help you minimize your tax income taxes.
January 18, 2024
11:30a - 12:15p
Zoom
SPFA Webinar: Exploring the Essentials of Private Markets
Private markets offer a realm of untapped potential, introducing a diverse array of assets—private real estate, credit, and equity—that can seamlessly integrate into your investment portfolio. These assets provide a gateway to opportunities and strategies that often remain inaccessible through traditional avenues of public stocks and bonds. Join us on Thursday, January 18th at 11:30 AM Pacific Time as we explore how private markets can provide attractive return opportunities, increase portfolio diversification, and reduce volatility compared to publicly listed securities. Allocation to asset classes like private equity, private real estate, and private credit can dynamically reshape the risks and returns within your investment portfolios.
November 2, 2023
11:30a - 12:30p
Zoom
Fantastic year-end tax strategies for Professionals with Equity Compensation & Business Owners
Do you have equity compensation from your employer or do you own a business? Are you tired of getting surprised at tax time and finding out that you owe more taxes than you expected? Now is the time to take action to reduce your tax burden for the 2023 tax year. Sierra Pacific Financial Advisors is cordially inviting you to join us for this educational webinar titled “2023 year-end tax planning”.
September 13, 2023
12:30p - 1:30p
Zoom
SPFA Webinar - Schwab Alliance Tutorial
Sierra Pacific Financial Advisors, LLC (SPFA) is hosting a complimentary webinar series geared to help existing clients of TD Ameritrade navigate Schwab Alliance. Jake Romeo will be joining us from Schwab to answer any questions you may have about navigating Schwab Alliance.
August 24, 2023
11:30a - 12:30p
Zoom Meeting
SPFA Webinar - Concentrated Stock Solutions for Professionals with Equity Compensation Rewards
Many professionals in the bay area have amassed significant personal wealth through an equity compensation structure, Employee Stock Purchase Plan or other employer granted stock. This often results in a high concentration of assets in a single investment. However, the very asset responsible for creating significant wealth may eventually become the biggest risk to financial peace of mind. This leads to the question, “How to unwind and diversify a concentrated stock position in a tax-efficient manner”?
June 1, 2023
12:30p - 1:30p
Zoom
SPFA Webinar - Long Term Care: Challenges and Solutions
You never know if you or someone in your family will need long-term care. In this webinar, sponsored by Sierra Pacific Financial Advisors, Tim Bellig will present issues people face when confronted with a long-term care event, from coordination of care and benefits to the financial burdens on their estate. He will also present potential solutions to those issues and challenges.
April 6, 2023
12:00p - 1:00p
Online via Zoom Webinar
Secure Act 2.0 - Retirement and Tax Strategies
Registration Link: https://us02web.zoom.us/webinar/register/WN_7eFVtsBeRG2bQn_CXqhNgg