Events

December 6, 2025

6:00p - 9:00p

The Barrel Bistro and Wine Bar

2025 Holiday Dinner

Red Tower Advisors hosted the 2025 Holiday Dinner at The Barrel Bistro and Wine Bar in San Mateo. Sponsored by WisdomTree, the event celebrated our clients and partners with great food, wine, and appreciation.

October 30, 2025

6:00p - 9:00p

Porterhouse Restaurant

Planning Your Health Care in Retirement Dinner with Guest Speaker Peter Stahl, CFP®

Red Tower Advisors, in partnership with Lincoln Financial, hosted an exclusive educational dinner focused on essential strategies for planning health care in retirement. The presentation was led by guest speaker Peter Stahl, CFP®, from Bedrock Business Results.

June 28, 2025

11:30a - 1:30p

Topgolf

Client Appreciation Par-tee at Topgolf

An unforgettable Topgolf client appreciation event filled with sunshine, smiles, and our golf enthusiasts. A perfect day to celebrate some of the relationships that drive our success.

May 9, 2025

12:30p - 1:30p

Zoom

Making the Most of Medicare: What You Need to Know Webinar

Session two of our Social Security and Medicare webinar series with Graham T. Kimmerer from MFS Investment Management (MFS®).

April 25, 2025

12:30p - 1:30p

Zoom

Social Security: Preparing for Retirement Webinar

Session one of our Social Security and Medicare webinar series with Graham T. Kimmerer from MFS Investment Management (MFS®).

August 29, 2020

8:00p - 9:00p

Optimist Films Movie Night "Living on One Dollar"

Join Red Tower Advisors for a virtual viewing of Living on One Dollar a Day, a documentary film by Optimist Films, on Saturday, August 29th at 8 pm PST.

August 8, 2019

12:00p - 2:00p

Cost of healthcare in retirement

Are we in the beginnings of a recession? How much will it cost to fund my healthcare costs during retirement? Sharon Carson from JP Morgan NYC and Ramiel Betpolice from Guggenheim Investments join Red Tower to discuss these topics.

April 12, 2019

9:00a - 5:00p

Healthy Aging Education Day

Come hear from health and wealth experts regarding some of the biggest topics in retirement!

August 11, 2018

12:00p - 3:00p

Celebrating 20 years!

Celebrating 20 years of Financial Advising with our clients!