Thursday, February 15th, 2018 11:30 am – 1 pm Please join us at Western International's Pasadena office Thursday, February 15th for a presentation and discussion with Shopoff’s Camp Cuthrell. RSVP Now Attendees will learn about Shopoff’s investment strategy of increasing...
Thursday, February 1st, 2018 11:30 am – 1 pm FMG Suite is the leading digital marketing provider for financial advisors. FMG Suite’s integrated website, social media, and email campaigns tools are designed to increase leads and nourish relationships with referrals...
In 2006, Jasmin started as an Intern at National Planning Corporation (NPC), soon transitioning into the Client Development department. In 2009, she was selected to be a part of the trial team for the New Advisory Operations department, and remained...
Don't ever say "it won't happen to me". We are all at risk, and the stakes are high - to your personal and financial well-being, and to your standing and reputation. Your password is your first line of defense, so...
The definition of Anniversary is the annual recurrence of a date marking a notable event. Congratulations to the Advisors and Assistants who are celebrating Western anniversaries in January. First Name Last Name Date Years Patrick Egan 01/27/98 20 Fred...
On January 31, 2018, National Financial Services will begin writing off debit balances currently sitting in all client’s IRA account(s). These debits were caused by not having a sufficient cash balance to cover the IRA Annual Maintenance fees when they...
To keep you up to date on the tax mailing schedule, attached is the National Financial 2018 Tax Mailing Calendar. To be consistent, the 2018 Tax Form delivery schedule will be similar to those in past years. Some of the Key Mailing...
In our ongoing effort to provide our team members with the tools necessary to be both successful and provide the ultimate client experience, we were pleased to bring back Nahid Casazza yesterday to speak with the group about time management and...
H.R. 1 Tax Reform Act—New Withholding Tax Rates On December 22, 2017, President Trump signed the Tax Cuts and Jobs Act into law. The Act, also referred to as H.R. 1, contains significant changes to existing tax laws. It introduces...
Cryptocurrencies (such as Bitcoin) have been in the news daily. Digital assets (such as cryptocurrencies) and initial coin offerings (ICOs) have received significant media, public and regulatory attention in the past year. FINRA recently issued an Alert to warn investors...
Los Angeles Cboe RIA Forums Implementation of Options-Based Strategies by Financial Advisors January 17, 2018 | LosAngeles EVENT DETAILS Date: Wednesday, January 17, 2018 Time: 7:30 am – 12:30 pm Where: JW Marriott Los Angeles L.A. LIVE, 900 W Olympic Blvd, Los Angeles,...
You may have read on the web that it was recently discovered that practically all computer systems worldwide have a hardware bug called "Meltdown" and/or "Spectre". Hardware and software vendors have been working hard to create software patches to get...
We are delighted to have Jorey Bernstein back in our Pasadena headquarters office as a registered representative.
In observance of the Martin Luther King Jr. holiday, Western International will be closed Monday, January 15, 2018. Financial Markets – January 15, 2018, Markets Closed All money transfer requests received on that day will be processed the following business...
In our continuing efforts to keep computers and digital devices safe and secure, we present the following series of “Top 10 Secure Computing Tips” from UC Berkeley’s Information Security and Policy Group (ISP). Tip #9 - Install anti-virus protection & Tip #10...
In our continuing efforts to keep computers and digital devices safe and secure, we present the following series of “Top 10 Secure Computing Tips” from UC Berkeley’s Information Security and Policy Group (ISP). Tip #8 - Use mobile devices safely...
In our continuing efforts to keep computers and digital devices safe and secure, we present the following series of “Top 10 Secure Computing Tips” from UC Berkeley’s Information Security and Policy Group (ISP). Tip #7 - Protect sensitive data Be...
In our continuing efforts to keep computers and digital devices safe and secure, we present the following series of “Top 10 Secure Computing Tips” from UC Berkeley’s Information Security and Policy Group (ISP). Tip #6 Never leave devices unattended Tip #6...
In our continuing efforts to keep computers and digital devices safe and secure, we present the following series of “Top 10 Secure Computing Tips” from UC Berkeley’s Information Security and Policy Group (ISP). Tip #5 - Be careful what you...
