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UPCOMING

Weekly ATS Zoom Events

Tuesdays - Various Topics

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Meeting ID: 843 2339 8239

 

Join By Dialing in on Your Phone:

669 900 6833 US

Wednesdays - 7 Biggest Mistakes Seminar

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Meeting ID: 897 7077 3729

 

Join By Dialing in on Your Phone:

669 900 6833 US

Thursdays - Advanced Workshop Seminar

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Meeting ID: 828 1376 3810

 

Join By Dialing in on Your Phone:

669 900 6833 US

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To know more about our seminars click on the tiles below.

Proper planning & education can help ensure that your desires become reality for future generations,

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This seminar will illustrate some strategies that may be appropriate for minimizing gift & estate tax.

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Learn more about today's market and economic conditions. Guest speakers include economists and other specialists.

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REGULAR  HOURS 

 Monday to Friday

8am - 5pm  

CONTACT & LOCATIONS

ATS San Diego

(858) 643-5757
5435 Oberlin Drive, Suite 200
San Diego, CA 92121

BY  APPOINTMENT 

 Monday to Friday

8am - 5pm 

ATS Palo Alto

(650) 243-2224

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Copyright 2025 ATS Financial.

Cetera affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all the investments and services mentioned are available in every state. The Cetera family of companies exclusively provide investment products and services through its representatives. 

 

Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA insurance license #0644976), member FINRA, SIPC. Advisory services offered through Cetera Investment Advisers LLC and ATS Wealth Management, both registered investment advisers. Fixed insurance products offered through Varma Insurance Marketing Strategies, CA insurance license # 0G72944.  Cetera is under separate ownership from any other named entity.

ATS Wealth Management is not affiliated with Avantax®. 

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Although Cetera does not provide tax or legal advice, or supervise tax, accounting, or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

 

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