Events

Quarterly with Christian - Q2 2026

Please join us for our upcoming “Quarterly Update with Christian” on Thursday, April 16th at 10am Pacific. We'll be answering some of your most pressing questions, taking a brief look at recent market behavior, and reviewing how we're continuing to serve you and your financial strategy. RSVP today to save your seat!

2025 Tax Prep Webinar

- Review how and where to access your official tax documents once available - Discuss expected timing for tax document availability - Explain common reasons for amended tax forms and who might get them - Answer general, non-tax-advice questions

Monthly Market Update - January 2026

Please join us for our upcoming “Monthly Market Update with Christian” on Thursday, January 15th at 10am Pacific. We'll be answering some of your most pressing questions, taking a brief look at recent market behavior, and reviewing how we're continuing to serve you and your financial strategy. RSVP today to save your seat!

TradeWinds Holiday Open House and Christmas Ships 2025

Join us for a casual open house to mingle with our advisors (Brandon, DeLynn, and Paul) and other clients at the TradeWinds office. We will have an assortment of appetizers and beverages available as we close out the year, and Christmas Ships will be doing down the river outside of our office shortly after 7pm. Feel free to stop by at any time and stay as long as you like. If the weather cooperates we plan to have the firepit going outside on our patio too. More info on the Christmas Ship Parade: https://www.christmasships.org/ Please RSVP so we know how much food and drinks to prepare!

Monthly Market Update - December 2025

Please join us for our upcoming “Monthly Market Update with Christian” on Thursday, December 11th at 10am Pacific. We'll be answering some of your most pressing questions, taking a brief look at recent market behavior, and reviewing how we're continuing to serve you and your financial strategy. RSVP today to save your seat!

Monthly Market Update - November 2025

Please join us for our upcoming “Monthly Market Update with Christian” on Thursday, November 20th at 10am Pacific. We'll be answering some of your most pressing questions, taking a brief look at recent market behavior, and reviewing how we're continuing to serve you and your financial strategy. RSVP today to save your seat!

Monthly Market Update - October 2025

Please join us for our upcoming “Monthly Market Update with Christian” on Thursday, October 9th at 10am Pacific. We'll be answering some of your most pressing questions, taking a brief look at recent market behavior, and reviewing how we're continuing to serve you and your financial strategy. RSVP today to save your seat!

Monthly Market Update - September 2025

Please join us for our upcoming “Monthly Market Update with Christian” on Thursday, September 11th at 10am Pacific. We'll be answering some of your most pressing questions, taking a brief look at recent market behavior, and reviewing how we're continuing to serve you and your financial strategy. RSVP today to save your seat!

Monthly Market Update - August 2025

Please join us for our upcoming “Monthly Market Update with Christian” on Thursday, August 7th at 10am Pacific. We'll be answering some of your most pressing questions, taking a brief look at recent market behavior, and reviewing how we're continuing to serve you and your financial strategy. RSVP today to save your seat!

TradeWinds Luau

Tradewinds Wealth Management Invites you to our Summer “Luau” The date is Thursday July 31st Appetizers and drinks 4:30 pm Dinner at 5pm Tradewinds Address 5550 S Macadam Ave, Suite 110, park in any space labeled 5550 building. RSVP required by July 16th

Monthly Market Update - July 2025

Please join us for our upcoming “Monthly Market Update with Christian” on Thursday, July 10th at 10am Pacific. We'll be answering some of your most pressing questions, taking a brief look at recent market behavior, and reviewing how we're continuing to serve you and your financial strategy. RSVP today to save your seat!

Homeowners Insurance 101: What You Don’t Know Can Cost You

Join us for a free, educational webinar designed to demystify homeowners insurance. Insurance expert Andrea Sink will walk us through what’s covered (and what’s not), how different policies work, and the crucial endorsements you may be missing. Whether you're a first-time homeowner or just due for a coverage review, this session will empower you with the knowledge to protect your biggest asset.

Monthly Market Update - June 2025

Please join us for our upcoming “Monthly Market Update with Christian” on Thursday, June 5th at 10am Pacific. We'll be answering some of your most pressing questions, taking a brief look at recent market behavior, and reviewing how we're continuing to serve you and your financial strategy. RSVP today to save your seat!

Monthly Market Update - May 2025

Please join us for our upcoming “Monthly Market Update with Christian” on Thursday, May 8th at 10am Pacific. We'll be answering some of your most pressing questions, taking a brief look at recent market behavior, and reviewing how we're continuing to serve you and your financial strategy. RSVP today to save your seat!

Monthly Market Update - April 2025

Please join us for our upcoming “Monthly Market Update with Christian” on Thursday, April 3rd at 10am Pacific. We'll be answering some of your most pressing questions, taking a brief look at recent market behavior, and reviewing how we're continuing to serve you and your financial strategy. RSVP today to save your seat!

Learn & Live - Nutrition

Join us for an informative webinar with Jennie Carolan, MS in Food Science and Nutrition, as she shares expert insights on building sustainable, healthy eating habits. Learn how to set realistic macronutrient and calorie targets, balance your diet for optimal energy, and incorporate movement goals to support overall well-being. Whether you're looking to improve performance, manage weight, or simply eat better, this session will provide actionable strategies to help you reach your health goals.

Monthly Market Update - March 2025

Please join us for our upcoming “Monthly Market Update with Christian” on Thursday, March 6th at 10am Pacific. We'll be answering some of your most pressing questions, taking a brief look at recent market behavior, and reviewing how we're continuing to serve you and your financial strategy. RSVP today to save your seat!

Learn & Live - Physical Fitness

Join us for an educational session on maintaining fitness throughout your lifetime. Led by Colin Feldtman, a seasoned personal trainer, former minor league baseball player, and experienced CrossFit coach. This engaging and practical webinar is designed for everyone, regardless of age or fitness level. Take a step toward better health and register today!

Quarterly Update With Christian D'Urso - January 2025

TradeWinds Holiday Open House and Christmas Ships

Join us for a casual open house to mingle with our advisors (Brandon, DeLynn, and Paul) and other clients at the TradeWinds office. We will have an assortment of appetizers and beverages available as we close out the year, and Christmas Ships will be doing down the river outside of our office shortly after 7pm. Feel free to stop by at any time and stay as long as you like. If the weather cooperates we plan to have the firepit going outside on our patio too. More info on the Christmas Ship Parade: https://www.christmasships.org/ Please RSVP so we know how much food and drinks to prepare!

Post-Election Market Update With Christian

Join us for a post-election market update with Christian D'Urso. We will be discussing the market's reaction to the election, historical trends (or lack thereof!) related to elections, and have time to answer your burning questions.

RECORDING: "Learn & Live" Client Learning Series - DON'T BE A VICTIM! Scams, Fraud and Identity Theft

The most important step to take in protecting yourself from identity theft is assuring your sensitive information is secure; whether it is on paper, online, stored on your computer or on a mobile device. -Fraud Trends - Understanding how much fraud exists and what it looks like -How We React to Fraud - Reinforcing how we talk about fraud matters -Prevention Strategies - Know and practice prevention strategies to avoid becoming a target -Resources - How to access and share up-to date tools and resources about fraud identification and prevention

Fed Impact - Federal Benefits Workshop

Quarterly Check-In with Christian

REPLAY from "Learn & Live" Client Learning Series - Change How You Age!! Live longer, be happier and prolong your brain health....

Tradewinds first ever quarterly "Learn & Live" Client Series - each seminar will be educational, relevant and full of resourceful ways to manage the aging process, stay fit and healthy, protect yourself against fraud, scams and identity theft and even lifestyle topics like traveling abroad. Tradewinds takes a holistic approach to helping all of our clients meet every one of their life goals,no matter what stage you happen to be in!!

Strategic Portfolio Adjustments - Christian's Response to Recent Market Fluctuations

Fed Impact - Federal Benefits Workshop

Quarterly Check-In with Christian

Fed Impact - Federal Benefits Workshop

Quarterly Check-In with Christian

Estate Planning - Wills, Trusts and Tax Planning

Quarterly Check-In with Christian

Holiday Party at Frog Pond Farm

Tradewinds Wealth Management LIVE client training webinar 2

Tradewinds Wealth Management LIVE client training webinar

SHRM CE Workshop – Retirement Income Planning

Attendees will earn 2 PDCs for SHRM-CP and SHRM-SCP designations. No cost to attend.