Future Events

If any of the events below look interesting, please give us a call at 802-254-8064 or email Sue Meggiolaro at susan@twomblywealth.com.
We’ll be happy to add you to our guest list.

Upcoming Events

October 27, 2021

12:00p - 1:00p

Zoom link will be provided

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!

Past Events

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. 

Event Registration