Events

Fraud Alert: Protect Yourself in a Changing World

Join us for a special webinar presented by Ryan Bertrand of Transamerica. Ryan will break down the most common scams impacting individuals today, show you how to recognize red flags before it’s too late, and share practical strategies to help protect yourself in an increasingly complex digital and financial landscape. As fraud continues to rise at an alarming pace, staying informed is one of the most effective ways to safeguard yourself and your assets. Whether you’re looking to stay ahead of emerging threats or simply want greater peace of mind, this webinar will provide valuable insights you can use right away.

Economic Update 2026: A Deeper Look at Disruptive Abundance

Economic Outlook 2026: Disruptive Abundance

As we enter 2026, shifting policy, technological acceleration, changes in global dynamics, and evolving markets are creating a new era of opportunity. Join us on Thursday January 15th at 1pm for a timely discussion on what "disruptive abundance" could mean for the economy and your investment outlook.

Economic Outlook: Early Keys to 2026

As 2025 comes to a close, the economy is navigating an environment shaped by sharp shifts in Washington policy, receding recession risks, and a landscape of slow but steady growth. We will review where opportunities may lie amid concentrated valuations and changing global dynamics, providing an outlook on the investment road ahead.

2B-RAD Hike-A-Thon: Fall Creek Unit Hike

Sequoia is once again a proud sponsor of 2B-RAD and their October Hike-A-Thon. As part of the annual month-long event, we are inviting you to be a part of Team Sequoia and join us at 8:30am on October 19th to participate in a 4.3-mile moderate hike at Fall Creek Unit in Felton, CA. Walk and talk through our beautiful redwood forest for a great cause! There is no cost to register, but you are welcome to raise additional funds for 2B-RAD or track your miles throughout the month and potentially win prizes!

Economic Outlook: What is Behind the Headlines

Join us Tuesday 10/14 at 1pm for a webinar with Kristina Kuprina. Kristina will break down the key economic trends shaping today’s markets. We’ll look beyond the headlines to uncover what’s really driving inflation, interest rates, market performance, and what it all means. Giving you practical insight to help you stay informed and confident in a rapidly changing economy.

Second Harvest Food Bank Chef's Dinner

Guests will enjoy an unforgettable evening of culinary excellence as top local chefs unite to ensure every child in Santa Cruz County has access to nutritious meals. Experience breathtaking views at the new venue, Chaminade Resort & Spa, enhancing the splendor of this vital fundraising event.

Economic Outlook: Financial Planning with the OBBB in Mind

Join us Tuesday 8/26 at 1pm for a webinar with Kristina Kuprina and Katie Lindfelt. Katie will share the key principles of the One Big Beautiful Bill (OBBB) and how they can make financial planning simpler and more intentional. Kristina will then give us an update on today’s economy and what it means moving forward.

Economic Outlook: Unpacking the 'Big Beautiful Bill' Act

Join us 7/22 at 1pm for a webinar with Kristina Kuprina. Now that the 'Big Beautiful Bill' has passed both the House and Senate, Kristina will discuss how what this bill contains could affect you and the economy going forward.

Economic Outlook: What's Next for the Economy - Date vs News

Join us for a free webinar Tuesday 5/20 at 1pm. Kristina Kuprina will give an update on the economy and discuss how what we see on the news differs from what the data tells us.

Elections and the Economy: What REALLY Matters

Join us Tuesday 8/20 at 1pm for a free webinar with special guest speaker Bob Stein of First Trust. With years of experience on Capitol Hill, Bob offers unique insight on how the elections could impact the economy.

Sip and Paint Party!

Economic Outlook 2024

Join Sequoia Wealth Advisors, live and via Zoom, for a look at what the markets and economy hold for 2024. With dynamic guest speaker Dan Waldron of First Trust and our own Kristina Kuprina presenting, we look forward to a wonderful and informative evening.

Economic Outlook: Looking Ahead to 2024

Join us for a free Zoom webinar where Kristina Kuprina discusses what we can expect looking ahead for 2024.

Economic Outlook: Healthcare and Retirement

2B-Rad Hike A Thon

Join us in Felton for a 4 mile hike led by our very own Mia Nayfach along with 2B-Rad to help raise money for a local charity. Every October 2B-Rad hosts an annual Hike-A-Thon with the goal of getting people outside into nature while raising money for scholarships and communities in need.

Art Open House With Wendy Meg Siegel

Sequoia Wealth Advisors is excited to host an Art Open House at our Aptos location on Saturday September 23rd from 4-6pm. Come enjoy appetizers, beverages, and share time with local mixed-media artist Wendy Meg Siegel. Using a wide variety of materials and text, Wendy has spent many years creating unique, meaningful multi-dimensional works of art. We look forward to seeing you there!

Douglas County Rodeo

Sequoia Wealth Advisors was a proud sponsor of the Douglas County Rodeo. This fun and family-friendly event had a wonderful combination of skilled riders, (including the kids who rode sheep in the “Mutton Bustin” competition games, concerts, and food. This was a wonderful local event that brought people together to have fun. We would also love to give a big shout out to Carson Valley Veterinary Hospital and their amazing team for their sponsorship of Kids Day and making sure it was available to all!

NARF Doggie Scavenger Hunt

Sequoia Wealth Advisors and Nike Animal Rescue Foundation are partnering to put on their annual Doggie Scavenger Hunt. RSVP to kaitlin@sequoiawa.com or by calling our office at (408)645-2500 for FREE registration!