Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
April 25, 2026
10:00a - 1:00p
Jackson & Whitaker Office Parking Lot
Shred Event 2026
Shred your personal and sensitive documents, while socializing with the Jackson & Whitaker team.
February 26, 2026
12:00p - 1:00p
Online Webinar
One Big Beautiful Bill Act - 2025
Recent tax law changes under the One Big Beautiful Bill Act introduce meaningful opportunities - and important planning considerations - for individuals, families, retirees, and business owners. Many of these provisions are temporary, making timing and coordination more important than ever. Join us for an educational webinar designed to break down what’s changed, what hasn’t, and where proactive planning may help you make the most of these new rules.
January 22, 2026
5:30p - 7:00p
Somersett Golf Club
Outlook 2026 Event
As we begin a new year, many folks are asking the same questions: What’s ahead for the markets? How will the economy evolve in 2026? What opportunities - and risks - should we be preparing for? To help provide clarity, Jackson & Whitaker is hosting an in‑person presentation where we’ll walk through key themes from the 2026 Markets & Economic Outlook
November 13, 2025
1:00p - 2:00p
Online Virtual Event
Tax Efficient Charitable Giving
Are you looking for ways to give back while also being smart about your taxes? Join us for a free virtual event designed to help you make the most of your charitable contributions—both emotionally and financially. ❤️
August 19, 2025
6:00p - 8:00p
Douglas County Community Center
Investing in the Artificial Intelligence Revolution
Join us on Tuesday, August 19th from 6-8pm PT at the Douglas County Community Center - Jackson & Whitaker Grandview Dining Hall. We will enjoy a catered dinner from Carson City BBQ at 6:00pm, followed by a panel discussion. Representatives from Capital Group/American Funds, VanEck Investments, and State Street Global Advisors will share their thoughts on the markets and economy. Then, Bo and our team will ask questions to the panel, allowing you to get your questions answered as well.
May 15, 2025
1:00p - 2:00p
Virtual Live Event
Health Care and Your Retirement: What You Need to Know
Many workers approaching retirement and their Medicare years have become increasingly concerned about the effect that health care costs may have on postretirement financial security. This brings many people stress, which can be alleviated through early planning, as you age and move towards retirement. Most people will face higher health care costs in retirement because many of us have subsidized employer health care benefits. To help you plan for the future, we're hosting a virtual event, Health Care and Your Retirement: What You Need to Know. During this event, we are going to talk about how to think about health care costs in retirement and learn how to avoid mistakes with Medicare choices.
April 26, 2025
10:00a - 1:00p
Jackson & Whitaker Office Parking Lot
Shred Event 2025
Shred your personal and sensitive documents, while socializing with the Jackson & Whitaker team.
February 11, 2025
5:00p - 6:00p
Virtual Live Event
2025 Outlook and Post-Election Market Update with JP Morgan
Join us on Tuesday, February 11 at 5:00pm PST for our virtual event with JP Morgan, 2025 Outlook and Post-Election Market Update. During this special live webinar, JP Morgan will be covering their 2025 Guide to the Markets report that includes updates on equities, fixed income, international markets, the economy, and much more!
August 27, 2024
6:00p - 8:00p
Douglas County Community Center
Your Questions Answered: Investing in an Election Year
Join us on Tuesday, August 27th from 6-8pm PT at the Douglas County Community Center - Jackson & Whitaker Grandview Dining Hall. We will enjoy a catered dinner from Carson City BBQ, followed by a panel discussion. Representatives from American Funds, JP Morgan, and MFS Investments will share their thoughts on the markets during an election year. Then, Bo and our team will ask questions to the panel, allowing you to get your questions answered as well.
April 27, 2024
10:00a - 1:00p
Jackson & Whitaker West Parking Lot
Shred Event | Saturday, April 27
Spring is here, and it's the perfect time to do some spring cleaning and get organized! To help you declutter and protect your personal information, we are excited to announce our upcoming FREE Shred Event on Sat. April 27th from 10am-1pm in the West Parking Lot (1701 County Road, Minden, NV 89423).
February 19, 2024
12:00p - 1:00p
Zoom
Artificial Intelligence and Investing
We're extra excited to bring you a webinar focused on Artificial Intelligence (AI) and its impact on investing.
January 10, 2024
12:00p - 1:00p
Outlook 2024: A Turning Point
Outlook 2024: A Turning Point
We’re proudly presenting LPL Research’s Outlook 2024: A Turning Point, as our guide to the first half of 2024. Please join me for a comprehensive presentation on the markets and the global economy—and the opportunities and challenges that may lie ahead.
November 16, 2023
6:00p - 7:00p
Zoom
November Webinar: Health Care & Your Retirement with Vanguard
We are excited to invite you to our upcoming webinar on Health Care & Your Retirement. As we plan ahead for our golden years, considering health care costs and options becomes increasingly important. This webinar is designed to help you navigate the complexities of health care in retirement and make informed decisions for your future.
May 20, 2023
10:30a - 1:00p
Dangberg Home Ranch Historic Park
Spring in The Valley Event | Sat. May 20th
We had a blast at our Spring in the Valley Event with our amazing clients! 🎉 Thanks to our 100 attendees for joining us in celebrating your loyalty and business partnership. The day was filled with delicious food provide by Coco's on Main, drinks, and exciting activities like air balloon. We enjoyed catching up with everyone, sharing stories, and talking about upcoming projects. We value your continued trust in us and look forward to growing our partnership even further.
April 29, 2023
10:00a - 1:00p
West Parking Lot
Shred Event | Sat. April 29th
Spring is here, and it's the perfect time to do some spring cleaning and get organized! To help you declutter and protect your personal information, we are excited to announce our upcoming FREE Shred Event on Sat. April 29th from 10am-1pm in the West Parking Lot (1701 County Road, Minden, NV 89423).
December 15, 2021
12:00p - 1:00p
ZOOM hosted by: Jackson and Whitaker
Preparing for Political Uncertainty 2021
A Seamless transition; some new tools and some good old fashion processes. Jeff and Bo cordially invite you and your friends to join us on a Zoom Virtual Event. Our friends at Capitol Group will be presenting "A Seamless transition 2021-2022".
December 15, 2021
12:00p - 1:00p
ZOOM hosted by: Jackson and Whitaker
A Seamless Transition 2021-2022 (copy)
A Seamless transition; some new tools and some good old fashion processes. Jeff and Bo cordially invite you and your friends to join us on a Zoom Virtual Event. Our friends at Capital Group will be presenting "A Seamless transition 2021-2022".
October 15, 2021
5:00p - 6:00p
JACKSON AND WHITAKER
Psychology of Money
The Psychology of Money by Morgan Housel