Client Events
Cybersecurity Essentials for a Safer Digital World
Tanglewood Collaboration Center, January 2025
Informative discussion led by Keith Fenstad, Tanglewood Total Wealth Management, featuring Page Adlington, Senior Manager at Charles Schwab Advisor Services
Tanglewood kicked off the New Year with an engaging and interactive event, where Page offered valuable insights into staying secure in today’s digital world.
Aging Advocacy and Home Care Providers (Elder Care Series: Part 2)
Tanglewood Collaboration Center, December 2024
Speaker: Janet Jackson, President Elder Advisory Group and Garrett Schopper, President of Encore Caregivers
Caring for our loved ones is a journey filled with many important decisions, and we want to support you in navigating those choices. These events aim to educate and empower individuals and families to navigate the complexities of elder care.
Introduction to Elder Care (Elder Care Series: Part 1)
Tanglewood Collaboration Center, November 2024
Speaker: Reagan Fredrickson, Tanglewood Total Wealth Management, Former Community Relations Director at Tradition Senior Living
Caring for our loved ones is a journey filled with many important decisions, and we want to support you in navigating those choices. These events aim to educate and empower individuals and families to navigate the complexities of elder care.
Exclusive Client Ambassador Event
Tanglewood Collaboration Center, October 2024
Speaker: Jeffrey Kleintop, CFA, Chief Global Investment Strategist at Charles Schwab
Navigating Medicare 101
Tanglewood Collaboration Center, September 2024
Speaker: Michelle Feibus, also know as “The Medicare Superwoman”
Navigating the ins and outs of Medicare planning can be a daunting task. If you or a family member are approaching retirement or turning 65 within the next few years, you might find this Medicare educational presentation by expert Michelle Feibus to be very helpful.
Introduction to Estate Planning - Understanding the Basics
Tanglewood Collaboration Center, August 2024
Speaker: Keith Fenstad, CFP® and Michael Pumphrey, CFP®, Tanglewood Total Wealth Management
Whether you are new to the process or looking for a refresher, the goal of this presentation is to go over the basic terminology, rules and concepts found in this often-intimidating area of planning.
Meet our Fund Manager
Tanglewood Collaboration Center, June 2024
Speaker: Steve Romick, FPA Group
Tanglewood University: Acing the College Admissions Process
Tanglewood Collaboration Center, May 2024
Speaker: Nadine Underbrink, M.Ed., College and Scholarship Counselor
It's not a matter of getting into the "Best" university but ensuring that the university chosen not only meets academic standards and financial aid requirements but also resonates with the individual's overall experience and future career prospects.
45th Anniversary Celebration & Client Appreciation Event
Space Center Houston, February 2024
Speaker: Mike Massimino, Former NASA Astronaut and Best Selling Author
Our 45th Anniversary Celebration & Client Appreciation Event at the Space Center Houston was a resounding success! Our amazing former astronaut speaker, Mike Massimino, took us on a journey through space with his captivating presentation. As a veteran of two space flights and the fourth and fifth Hubble Space Telescope servicing missions in 2002 and 2009, he had some truly out of this world stories to share. We couldn't have asked for a better way to celebrate our 45th anniversary than with such an inspiring and unforgettable event.