Future Events
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Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
January 13, 2022
4:00p - 5:00p
Zoom Meeting
Outlook for 2022 Webinar
As we kick off the New Year, please join us for an important 'Market Outlook for 2022' presentation via Zoom.
November 17, 2021
4:00p - 5:00p
Zoom Meeting
Year-End Planning Considerations Webinar
As the end of the year approaches, let's discuss investment portfolio strategies and assess planning opportunities in the areas of income tax, retirement and wealth transfer. This presentation will also enhance your knowledge in retirement planning, charitable giving and portfolio management.
October 27, 2021
12:00p - 1:00p
Zoom Meeting
Social Security: Planning for Retirement Webinar
Social security can be overwhelming and far more complicated than people realize. Join us for this live webinar where we will explore how retirement benefits are calculated, recent changes to Social Security, the top mistakes made when estimating spousal benefits, and more!
June 17, 2021
4:30p - 5:30p
Zoom Meeting
Women and Investing Webinar
Women today have tremendous power when it comes to investing and their retirement. This presentation will cover unique challenges facing women as well as some simple steps to keep in mind as you prepare for retirement.
May 19, 2021
4:00p - 5:00p
Zoom Meeting
Socially Responsible Investing Webinar
The world is changing, with environmental and social pressures growing more acute and making the news everyday. Headlines that impact the planet are headlines that impact your portfolio. Let's explore why Responsible Investing matters and how investors are making it an integral part of their investment selection process.
April 29, 2021
7:00p - 8:00p
Zoom Meeting
Planning for Healthcare in Retirement Webinar
Planning for healthcare costs in retirement can be complicated. However with the help of the right financial advisor - it can be not only achievable, but ultimately rewarding.