Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
Upcoming Events
August 27, 2026
12:00p - 12:30p
Zoom - Webinar
Do You Know What Your 401(k) Fees Are?
Do You Know What Your 401(k) Fees Are? Most people investing in a 401(k) have never actually seen what they're paying in fees; or what those fees are getting them. In this complimentary 20-minute webinar, Bradly Stevens, founder of BAS Financial, breaks down what those costs are, what your fees are really getting you, and how to tell whether your plan is actually working in your favor. You'll walk away knowing why most 401(k) investors are in the dark about their fees, what those fees are (and aren't) getting you, and whether a more coordinated retirement strategy makes sense for you. The session runs 20 minutes with live Q and A at the end. This is a live-only session; no recording will be available afterward, so plan to attend live. Hosted by Bradly Stevens, MBA, LUTCF, CLU, ChFC, WMCP, CEPA, CLTC, AIF, founder of BAS Financial in San Diego, CA.
September 22, 2026
12:00p - 12:30p
Zoom Webinar
You Earn Well. Why Doesn't It Feel Like It?
A focused, educational session designed to help high earners understand why strong income doesn't always translate into clarity, and how better coordination across financial decisions can improve overall direction and confidence.
September 24, 2026
12:00p - 12:30p
Zoom - Webinar
Do You Know What Your 401(k) Fees Are?
Do You Know What Your 401(k) Fees Are? Most people investing in a 401(k) have never actually seen what they're paying in fees; or what those fees are getting them. In this complimentary 20-minute webinar, Bradly Stevens, founder of BAS Financial, breaks down what those costs are, what your fees are really getting you, and how to tell whether your plan is actually working in your favor. You'll walk away knowing why most 401(k) investors are in the dark about their fees, what those fees are (and aren't) getting you, and whether a more coordinated retirement strategy makes sense for you. The session runs 20 minutes with live Q and A at the end. This is a live-only session; no recording will be available afterward, so plan to attend live. Hosted by Bradly Stevens, MBA, LUTCF, CLU, ChFC, WMCP, CEPA, CLTC, AIF, founder of BAS Financial in San Diego, CA.
October 29, 2026
12:00p - 12:30p
Zoom - Webinar
Do You Know What Your 401(k) Fees Are?
Do You Know What Your 401(k) Fees Are? Most people investing in a 401(k) have never actually seen what they're paying in fees; or what those fees are getting them. In this complimentary 20-minute webinar, Bradly Stevens, founder of BAS Financial, breaks down what those costs are, what your fees are really getting you, and how to tell whether your plan is actually working in your favor. You'll walk away knowing why most 401(k) investors are in the dark about their fees, what those fees are (and aren't) getting you, and whether a more coordinated retirement strategy makes sense for you. The session runs 20 minutes with live Q and A at the end. This is a live-only session; no recording will be available afterward, so plan to attend live. Hosted by Bradly Stevens, MBA, LUTCF, CLU, ChFC, WMCP, CEPA, CLTC, AIF, founder of BAS Financial in San Diego, CA.
November 10, 2026
12:00p - 12:30p
Zoom Webinar
You Earn Well. Why Doesn't It Feel Like It?
A focused, educational session designed to help high earners understand why strong income doesn't always translate into clarity, and how better coordination across financial decisions can improve overall direction and confidence.
November 12, 2026
12:00p - 12:30p
Zoom - Webinar
Do You Know What Your 401(k) Fees Are?
Do You Know What Your 401(k) Fees Are? Most people investing in a 401(k) have never actually seen what they're paying in fees; or what those fees are getting them. In this complimentary 20-minute webinar, Bradly Stevens, founder of BAS Financial, breaks down what those costs are, what your fees are really getting you, and how to tell whether your plan is actually working in your favor. You'll walk away knowing why most 401(k) investors are in the dark about their fees, what those fees are (and aren't) getting you, and whether a more coordinated retirement strategy makes sense for you. The session runs 20 minutes with live Q and A at the end. This is a live-only session; no recording will be available afterward, so plan to attend live. Hosted by Bradly Stevens, MBA, LUTCF, CLU, ChFC, WMCP, CEPA, CLTC, AIF, founder of BAS Financial in San Diego, CA.
December 10, 2026
12:00p - 12:30p
Zoom - Webinar
Do You Know What Your 401(k) Fees Are?
Do You Know What Your 401(k) Fees Are? Most people investing in a 401(k) have never actually seen what they're paying in fees; or what those fees are getting them. In this complimentary 20-minute webinar, Bradly Stevens, founder of BAS Financial, breaks down what those costs are, what your fees are really getting you, and how to tell whether your plan is actually working in your favor. You'll walk away knowing why most 401(k) investors are in the dark about their fees, what those fees are (and aren't) getting you, and whether a more coordinated retirement strategy makes sense for you. The session runs 20 minutes with live Q and A at the end. This is a live-only session; no recording will be available afterward, so plan to attend live. Hosted by Bradly Stevens, MBA, LUTCF, CLU, ChFC, WMCP, CEPA, CLTC, AIF, founder of BAS Financial in San Diego, CA.
February 9, 2027
12:00p - 12:30p
Zoom Webinar
You Earn Well. Why Doesn't It Feel Like It?
A focused, educational session designed to help high earners understand why strong income doesn't always translate into clarity, and how better coordination across financial decisions can improve overall direction and confidence.