Whelan Financial > Blog > Company News > Where’s Whelan Spring 2019

Where’s Whelan Spring 2019

From Town Hall talks to sharing insights on Fox26, this year has been off to a great start!

San Joaquin Valley Town Hall Speaker Series: Dr. Jeremi Suri
March 13, 2019 | William Saroyan Theater

What a treat to hear Dr. Suri’s lecture on “The Evolution of The American Presidency.”

Town Hall Dr. Suri


Fresno Bar Association- Estate Planning & Probate Section Meeting
March 7, 2019 | Pardini’s

This was Portia’s third time speaking to the Estate Planning section. This time she addressed financial misconceptions as it relates to conventional wisdom.


San Joaquin Valley Town Hall Speaker Series: David Pogue
February 20, 2019 | William Saroyan Theater

We thoroughly enjoyed the lecture by Mr. David Pogue entitled, “Disruptive Technology: The Unrecognizable New World of Technology and Culture!”


In the Media: Taylor and Portia on Retirement
January 8, 2019 | KMPH Fox26 News

Rich Rodriguez asked us to weigh in about a recent study that named California “the most expensive place to retire.” Hear what Portia & Taylor have to say in the video: Study reveals it’s not cheap to retire in California (Please note this link will redirect you to Fox26’s website).


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