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Presentations

September 27, 2011- 7:30-9:00am, The Santa Barbara Club
"Tax-Efficient Investing", CalCPA Breakfast Series, Santa Barbara Chapter
Nate Cultice CFP, FSA

January 20, 2010 - 5:30-7:00pm, Santa Barbara
"Looking Forward! Tax Savings and Investment Opportunities for 2009 and Beyond", Business First Bank Speaker Series
Co-Presenters: Nate Cultice CFP, FSA and Stephen Wheeler CPA

November 24, 2009 - 5:00-6:00pm, Santa Barbara Estate Planning Council
Multi-Disciplinary Panel Discussion - CFP Representative
"Successful Estate Planning - All the Client's Professional Advisors Have the Same Common Objectives"

September 11, 2009 - 8:30-11:00am, Castle Wealth Planning - Santa Barbara Club
Start-Up Company Investments Opportunity Series, Global Infrastructure Firm

April 14, 2009 - 6:15-7pm, WEV - Santa Barbara Office
WEV Self Employment Training Class, "Investments"

November 12, 2008 - 6:15-7pm, WEV - Santa Barbara Office
WEV Self Employment Training Class, "Investments"

September 20 to October 25, 2007
6 Saturdays from 10am-2pm at the Wake Center
SBCC Adult Education Seminar, "Financial Planning for Baby Boomers"

October 23, 2007 - 7-9pm at Mannes College of Music, New York City, NY
"Investing and Financial Planning,
Part II – Financial Planning Basics"