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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

September 14, 2022

5:30p - 6:30p

Free Webinar

Economic and Markets Forecast with City National Rochdale and Blade Financial Services

Join Roxanne Blade as she hosts this live Webinar featuring our guest speaker Tom Galvin, Chief Investment Officer, from City National Rochdale as well as Fidelma Farinas-Cobas, Senior Investment Consultant, as they present their economic and markets update.

June 5, 2021

9:00a - 12:00p

2021 Shred-A-Thon : Let's SHRED Cancer Together!

Shred-A-Thon 2021 : Let's Shred Cancer Together!

Shred-A-Thon 2021 - JUNE 5th, 2021 - All proceeds raised go to the American Institute for Cancer Research

March 25, 2021

5:30p - 6:30p

Managing Your Lifestyle Zoom Webinar

Managing Your Lifestyle

Making three small adjustments can overwhelmingly impact your retirement!!

November 12, 2020

4:30p - 5:30p

Zoom

October 1, 2020

4:00p - 5:00p

Zoom

Big Life Shifts - The Financial and Legal Impact of Estate Planning

In a time of big life shifts, the last thing you want to think about are documents, calling specialists, and anything unrelated to JUST being with your loved ones. Do you know the vital documents and the actions necessary to provide your family with a smooth transition should you become ill or pass away? Come learn the financial and legal benefits of Estate Planning with this great duo - Bill and Roxanne Blade. We will make it easy to understand and not heavy... PROMISE!

September 2, 2020

4:00p - 5:00p

Virtual Meeting

What to consider before INVESTING IN REAL ESTATE??

What should you consider before buying an investment property? Flip, personal ownership, air bnb, seasonal rental..... We can help you with making sure you are ready for investment real estate ownership

July 8, 2020

2:00p - 3:00p

Free Zoom Webinar

Retirement Ready and Tax Savvy Webinar July 8, 2020

Join us July 8th, 2020 from 2PM to 3PM as Roxanne Blade and Lauryn Charles go over what you need to know to be Retirement Ready and Tax Savvy.

June 6, 2020

9:00a - 12:00p

Blade Offices

Shred Event

Let's shred Cancer together!! June 6 from 9-12pm. Bring your sensitive documents and you can even stay in your car we can remove documents directly from your trunk and you can watch your items be shredded from your car.

May 3, 2020 - December 3, 2020

6:00p - 7:00p

Zoom Webinar

End 2020 Strong and Start 2021 Powerfully!

Yes, 2020 has been a bizarre year... AND you don't need to be worried about your finances on top of everything else. I am inviting you to an exclusive masterclass at no charge to you. This Masterclass will offer a review of 2020 and the 5 ways to confidently start 2021 with a solid foundation, register today for access.

Event Registration