Events
Investing in the Five Layers of AI
Quarterly Wealth Accelerator Webinar
Wednesday June 3rd 11:00–11:30am
Artificial intelligence is rapidly reshaping the global economy, but for investors, the real challenge is separating long‑term opportunity from short‑term headlines.
Please join Todd Doleshal with Elevated Retirement Solutions for an educational discussion focused on how artificial intelligence fits into long‑term investment thinking. This session will use a framework often referenced by NVIDIA CEO Jensen Huang, known as the Five Layers of the AI “cake,” to help explain how AI functions as a broad ecosystem rather than a single trend or investment idea.
Rather than focusing on individual stocks or speculation, this webinar will explore where durable value may be created over time and why grounding innovation themes in company fundamentals and SEC disclosures matters.
During this session, you’ll learn:
Why artificial intelligence is expected to be a significant driver of economic growth over the coming decade
Why fundamentals and disclosures are critical when evaluating innovation themes
How the Five Layers of AI fit together as an ecosystem
How investors can think about AI from a diversification, risk, and portfolio‑construction perspective
This session is designed to be educational, practical, and focused on long‑term decision‑making rather than market timing or predictions.
There is no cost to attend.
This webinar is strictly educational and does not require any commitments or account openings.
Understanding the Tax Control Triangle
Seminar at Carmel Valley Athletic Club
Friday March 13th 5:30-6pm
Take control of your retirement and investment strategy by understanding how taxes impact your money today—and in the future.
Join Todd Doleshal, with Elevated Retirement Solutions, for an engaging and educational discussion on the Tax Control Triangle, a simple but powerful framework that helps you understand how different types of accounts are taxed when you contribute, how they grow, and how withdrawals are treated in retirement.
During this session, you’ll learn:
The three key tax buckets: Tax‑Deferred, Tax‑Free, and Non‑Qualified
How contributions, growth, and withdrawals are treated in each category
Why account location can be just as important as account balance
How building balance across the buckets can help create flexibility and potentially improve tax efficiency in retirement
Practical, easy‑to‑understand examples you can apply to your own planning
This event is ideal for anyone looking to better understand retirement income planning, reduce unnecessary tax surprises, and build a more confident long‑term financial strategy.
There is no cost to attend.
This session is strictly educational and does not require any commitments or account openings.