We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.

Workshops and Seminars

At Brady Wealth Management Insurance and Financial Services, we hold informational workshops and insurance sales presentations for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Whenever you attend an educational workshop or seminar, you are welcome to schedule a one-on-one, no-obligation meeting with us to review your retirement plans.

Our Calendar of Events

Taxes and Retirement Dinner Seminar
"The Biggest Change to the Tax Code in 35 years..."

Wine Cask Margerum Tasting Room
Santa Barbara, CA.
September 18th, 20th, and 26th, 2018
6:30 pm to 8:00 pm
Limited availability and restrictions may apply. 
Please call us to RSVP for this special event.
(805) 845-4847

IRAs, Taxes and Retirement Educational Workshops:

Presented by Brady and Erin Schmidt of Brady Wealth Management, Insurance and Financial Services.  
Brady Schmidt and Erin Schmidt will be hosting an Educational Workshop on how to prepare for Taxes and Solutions to grow and protect your Portfolio in Retirement.  

Client Events

The Retirement Client Cruise 

We hosted our Annual Client Appreciation Dinner.  Over 70 of our clients and their guests embarked with Brady and Erin Schmidt on a cruise aboard the Scarlett Belle Riverboat in the Channel Islands Harbor.  Thank you to all our wonderful clients who attended this amazing and fun evening! We are so thankful for you all!

Four Seasons Resort, Westlake Village, CA, New Client Social Event.

We had a wonerful time at the Four Seasons Tasting Room in Westlake Village with our New clients and their guests to meet Brady and Erin Schmidt and their team, enjoy fine wine, foods and have fun.  


Client Appreciation Event

Client Appreciation Event in Downtown Ventura, CA. We had a lovely dinner in downtown Ventura with some of our best clients and friends. 


Register for a Seminar!

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    Privacy Policy | Terms of Use

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Brady Schmidt CA Dept of Insurance License #0632846 and Erin Schmidt CA Dept of Insurance License #0L07961. Erin Schmidt offers investment advisory services through AE Wealth Management, LLC. Only Erin Schmidt of Brady Wealth Management Insurance and Financial Services is registered to give investment advice.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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