Events & Webinars
We love spending time with our clients and the people they care about. Many of our events focus on educating people in an approachable and valuable way. In addition to educational events and webinars, we love spending time with our clients through social events and celebrations.
Past Events
Volunteer Day at Second Harvest Food Bank
The Pesta & Pesta Wealth Management community gathered on July 10, 2024 to serve Second Harvest Food Bank, one of the largest food banks in the nation. Together, we sorted 3600 pounds of food and packed meals for 720 families in the Silicon Valley area.
The day was a powerful reminder of the profound impact volunteers can have on their local communities. Because of the success of this event, we anticipate hosting more volunteer opportunities in the future, so please consider joining us.
Stay tuned for more fun volunteer opportunities and events!
Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by CWM, LLC.
AQR Investment Strategy Webinar *
We hosted an AQR Investment Strategy webinar featuring some of the leading voices in the financial services industry in Carson Group:
- Sonu Varghese Ph.D. Vice President, Global Macro Strategist
- Matt Raimo, Business Development, Vice President at AQR Capital Management
- Derek Pesta CERTIFIED FINANCIAL PLANNER ™️, M.B.A. CEO, Financial Advisor
- Alan Gama CERTIFIED FINANCIAL PLANNER™️, Financial Advisor
It was an informative webinar in which the speakers discussed the benefits of the AQR investment strategy for better tax outcomes for individuals. You can now watch the webinar at your convenience, on-demand.
*Investment minimums and restrictions apply.
The minimum investment amount for AQR Flex 145/45 is $1 million which must be in a taxable portfolio with assets that can be margined (including cash and cash equivalents, stocks, ETFs, equity mutual funds). The minimum investment amount for AQR Flex 225/125 is $3 million which must be in a taxable portfolio with assets that can be margined (including cash and cash equivalents, stocks, ETFs, equity mutual funds). A separate portfolio margin agreement is required.
2024 Q1 Market Outlook
The 2024 Q1 Market Outlook event with Derek Pesta and Carson Group’s Director, Portfolio Strategy, Patrick Sittner was held in January of 2024 at the Quinlan Community Center.
In his presentation, Sittner explained how the often-predicted recession of 2023 never happened and how the bull market is alive and well. As he put it, “It’s amazing how well things played out!” It was an informative event that helped attendees feel a little more prepared for what the first quarter of 2024 might bring.
Stay tuned for more events like this in 2024!
