Events
Upcoming Events
May 20, 2026
12:00p - 1:00p
Simpson University Student Union
Navigating Life's Hard Financial Decisions | Tax & Estate Planning — Coordinating Decisions Instead of Avoiding Them
Tax and estate planning is often delayed because it forces uncomfortable conversations and value-based tradeoffs. In partnership with Simpson University, this session helps participants replace avoidance with coordinated, thoughtful planning with the goal of reducing long-term risk and regret.
May 27, 2026
12:00p - 1:00p
Simpson University Student Union
Navigating Life's Hard Financial Decisions | The Meaning Behind Money — Values, Legacy, and Motivation
Every financial decision is shaped by personal history, beliefs, and values formed long before adulthood. In partnership with Simpson University, this session invites reflection on the deeper meaning behind money and alignment with the legacy you are shaping today.
Past Events
May 13, 2026
12:00p - 1:00p
Simpson University Student Union
Navigating Life's Hard Financial Decisions | When Money Meets Relationships — Navigating Family, Marriage, and Leadership
Money can magnify emotions and reveal unspoken expectations within families and marriages. In partnership with Simpson University, this session explores how financial decisions can potentially impact power, trust, and connection and how intentional communication can help preserve dignity and connection.
May 6, 2026
12:00p - 1:00p
Simpson University Student Union
Navigating Life's Hard Financial Decisions | Redefining Retirement — Planning for a Life, Not Just Income
In partnership with Simpson University, this session helps participants move beyond a narrow financial definition of retirement and instead plan for a fulfilling, resilient next chapter. Together, we’ll consider uncertainty, changing roles, and evolving priorities, not just income projections. Explore questions like:· How might retirement change my marriage and family relationships?· Who am I when my career no longer defines me?
April 23, 2026
4:00p - 6:00p
Cornerstone Community Bank in Redding
Business Owner Roundtable | Commercial Real Estate & your Business
Where do Real Estate Decisions Fit Into Your Larger Financial Picture? On April 23rd, join us for a Business Owner Round Table to discuss the role that Real Estate actually plays in your finances. We’re delighted to have Chris Haedrich, commercial real estate agent with Capital Rivers Commercial-Haedrich Group joining us to provide his valuable expertise and perspective.
Chris Haedrich and Capital Rivers Commercial-Haedrich Group are not affiliated with or endorsed by LPL Financial or Wealthwise Partners.
January 22, 2026
4:00p - 5:00p
Cornerstone Community Bank in Redding
Business Owner Roundtable | How OBBB Could Impact You and Your Business
Discover how OBBB could reshape your tax strategy. This roundtable breaks down critical changes to bonus depreciation, the SALT cap, and QBI deductions, giving you clear insights and actionable steps to keep your business ahead of the curve. On January 22nd, join us for a Business Owner Round Table to discuss the potential impacts of the One Big Beautiful Bill on you and your business.
July 24, 2025
4:00p - 5:30p
Cornerstone Community Bank in Redding
Business Owner Roundtable | Integrating Personal & Business Financial Planning
For many small business owners, the business is more than a job — it’s a legacy, a lifelong dream, and often, their largest asset. On July 24th, we'll discuss why integrated planning — connecting your personal and business financial planning — is the key to retiring on your terms. Whether your goal is to sell, pass down the business, or simply step away with confidence, we’ll talk about bridging the gap now.
April 24, 2025
4:00p - 5:00p
Cornerstone Community Bank
Business Owner Roundtable | Growing Your Value
On April 24th, we will help you understand the Four Intangible Capitals and how you can use these to better understand your business. With this information, you will leave empowered to evolve in your business, scale effectively, and leverage this capital to grow your value
January 23, 2025
4:00p - 6:00p
Cornerstone Community Bank
Business Owner Roundtable | Legacy Leadership: Navigating Business Succession
On January 23, we will explore the critical aspects of succession planning - a vital process for intentionally crafting the continued success of your business. Our experienced speakers will share strategies and best practices to help you navigate the complexities of leadership transition, preserving your legacy while positioning your business for future growth.
October 17, 2024
7:30a - 9:00a
Shasta College Community Leadership Center (CLC)
Business Owner Roundtable
Please join us for our Business Owner Roundtable discussion on Thursday, October 17th from 7:30 – 9 am at Shasta College’s downtown campus where our financial, legal, and tax experts will discuss: • “But this time it’s different!” – considerations if either candidate gets elected • How to manage cash balances pre- and post-election • Lending and financing in a high-interest rate environment • Potential tax law changes and their impact on business ownership
August 1, 2024
4:00p - 7:00p
Wealthwise Partners Office
Wealthwise Partners Open House
Please join us at our new office location for an Open House! We'd love the chance to have you meet our team. Appetizers, beer, and wine will be served. Drop by at any time and stay as long as you like.