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
Bitcoin 101 & Outlook
In this webinar Financial Advisor, Alan Gama is joined by Eric Lowell from Bitwise Asset Management for an insightful discussion on Bitcoin. With growing interest from clients, Alan and Eric help demystify the space, focusing on the key aspects investors need to understand. Eric and his team at Bitwise play a crucial role in cutting through the noise and providing clear, actionable guidance on how to approach this evolving asset class.
The session offers valuable insights into the Bitcoin landscape and how investors can navigate it with confidence.
CWM, LLC does not offer cryptocurrency. This presentation is designed to provide accurate and authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought. This event is purely educational. No products or services will be offered for sale and there is no obligation. Eric Lowell & Bitwise are not affiliates of CWM, LLC. Views and opinions expressed by Mr. Lowell during this interview may not represent the views or opinions of CWM, LLC.
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.
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!
