Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
April 30, 2026
12:00p - 1:30p
The Twisted Fork
The Fate of Your Estate
Practical considerations for estate planning...
Joanna Moran, CFP®, AIF®, CDFA®, MBA
Guest Speaker: Paul Garofoli
This event has been funded in whole by Standard
Paul Garofoli & Standard are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Paul or the Standard no way related to Cetera Wealth Services, LLCC or its registered representatives.
Joanna Moran is a registered representative offering securities through Cetera Wealth Services LLC , member FINRA/SIPC Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Securities and insurance offered through Cetera or its affiliates. Registered address: 9770 S Virginia St, Reno, NV 89511
775-225-9588
Investments are: *Not FDIC/NCUSIF Insured *May lose value *Not financial institution guaranteed * Not a deposit *Not insured by any federal government agency.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or tax advice.
The Standard is the marketing name for StanCorp Financial Group, Inc. and its subsidiaries. Insurance products are offered by Standard Insurance Company of Portland, Ore. in all states except New York, where insurance products are offered by The Standard Life Insurance Company of New York of White Plains, N.Y. StanCorp Equities, Inc., member FINRA, distributes group annuity contracts issued by Standard Insurance Company and may provide other brokerage services. Third-party administrative services are provided by Standard Retirement Services, Inc. Investment advisory services are provided by StanCorp Investment Advisers, Inc., a registered investment advisor. Commercial real estate loans are originated, underwritten and serviced by StanCorp Mortgage Investors, LLC, and a network of commercial mortgage banking correspondents. Product features and availability vary by state and company, and are solely the responsibility of each subsidiary.
March 12, 2026
12:00p - 2:00p
Twisted Fork Restaurant
The Art & Science of Income Planning
What's your income strategy for retirement? Attend an informational meeting and insurance sales presentation to learn the basics of creating a plan for your income in retirement...
February 26, 2026
12:00p - 2:00p
THE TWISTED FORK RESTAURANT
Managing The Taxes on Your Retirement and RMD Income
According to a recent NRI survey, 63% of pre-retirees report that they are concerned about having a tax plan for retirement. The good news is that with a little bit of planning, you may be able to reduce the bite of taxes on your retirement income. This presentation will review the different types of accounts you can use to save for retirement, and how they can impact your retirement tax bill. When you move into retirement, your income no longer comes in the form of wages from a job. But as far as the IRS is concerned, the retirement funds you now live on may be considered as income, and you will probably have to pay some kind of income tax. Today's presentation will explain how retirement income is taxed and how planning for those taxes can help you make the most of your money.
February 4, 2026
12:00p - 2:30p
THE TWISTED FORK
GETTING THE MOST FROM YOUR IRA FOR YOUR RETIREMENT
Joanna Moran, CFP®, AIF®, CDFA® Financial Advisor Great Basin Financial Services License # 164087- Nevada SPEAKER Adam DeMatteo Regional Vice President Retirement Strategies Date: Wednesday, February 4, 2026 Time: 12:00 – 2:30 p.m. Location: 13971 S. Virginia Street, Reno, NV 89511 Space is limited! RSVP today: Anna Solari - 775-238-3552
November 6, 2025
12:00p - 1:00p
THE TWISTED FORK RESTAURANT
Managing the taxes on your retirement and RMD income
According to a recent NRI survey, 63% of pre-retirees report that they are concerned about having a tax plan for retirement. The good news is that with a little bit of planning, you may be able to reduce the bite of taxes on your retirement income. This presentation will review the different types of accounts you can use to save for retirement, and how they can impact your retirement tax bill. When you move into retirement, your income no longer comes in the form of wages from a job. But as far as the IRS is concerned, the retirement funds you now live on may be considered as income, and you will probably have to pay some kind of income tax. Today's presentation will explain how retirement income is taxed and how planning for those taxes can help you make the most of your money.
September 23, 2025
12:00p - 2:00p
Twisted Fork Restaurant
The Art & Science of Income Planning
What's your income strategy for retirement? Attend an informational meeting and insurance sales presentation to learn the basics of creating a plan for your income in retirement...
June 12, 2025
12:00p - 2:00p
Twisted Fork
Long Term Care
You are only one choice away from changing your life and the lives of those you love. Join Joanna Moran and special guest, Virginia Farrier from One America, for an informational luncheon discussing your options for Long Term Care...
May 22, 2025
12:00p - 2:00p
Twisted Fork
Social Security: The Choice of a Lifetime
Join Joanna Moran, CFP®, AIF®, CDFA®, MBA, Registered Representative of Greater Nevada Financial Services for this complimentary 2-hour presentation on social security. During this meeting, we'll look at...