Events

We hold events throughout the year on a variety of financial topics, many featuring guest speakers from our professional partners. Most are held online, and replays may be available for past events. 

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

January 4, 2024

6:15a - 4:00p

Zoom

Outlook 2024: A Turning Point - Webinar (Replay Now Available!)

We’re proudly presenting LPL Research’s Outlook 2024: A Turning Point, as our guide to the first half of 2024. Please join us for a comprehensive presentation on the markets and the global economy—and the opportunities and challenges that may lie ahead.

December 12, 2023

4:00p - 4:30p

Zoom

November 13, 2023

11:30a - 12:30p

Webinar

Family Love Letter™ Webinar - Replay Now Available!

Listen as our guest speaker Karen Drancik from Neuberger Berman details the importance of an estate plan, and provides a great way for us to get started.

October 25, 2023

1:00p - 2:00p

Zoom

Medicare Reference Guide - Replay Now Available

This event is designed to offer in-depth information and insights into different facets of Medicare coverage. Whether you're preparing for retirement, exploring spousal or survivor benefits, or looking for eligibility details, this event will empower you with essential information and expert guidance.

July 12, 2023

12:00p - 12:45p

Zoom

Social Security Webinar - Replay Now Available!

Join our webinar for comprehensive information and insights on various aspects of Social Security retirement benefits. Whether you are planning for your retirement, considering spousal or survivor benefits, or seeking clarification on eligibility requirements, this event will equip you with valuable knowledge and guidance.

June 21, 2023

4:00p - 5:00p

Zoom

Déjà News - Media Replay Now Available!

Today's headlines may seem scary, however, these headlines aren't exactly "new" news. In the past few decades, we have seen repeating patterns of crises including unemployment, economic downturns, and national debt concerns.

February 15, 2023

2:00p - 2:45p

Online

Looking Beyond the Uncertainty

After not one, not two, but three consecutive tumultuous years for financial markets, investors might be ready for a break from volatility in 2023. They’re not likely to get it. • With mixed signals from recent inflation and job report numbers, how will the Fed most likely respond if this trend continues? • What can we expect for the bond market in 2023? • What are the range of fixed income options available to the average investor? • What is the future expectation for the municipal market as to total return going forward? • How does mark to the market affect bond prices? • How can emerging market bonds be a part of a fixed income portfolio? Join us for a webinar with guest speaker James Meyers, CFA, Principal for PGIM Fixed Income. He will present a market outlook and take questions from attendees.

October 12, 2022

4:00p - 5:00p

Online

Year End Planning Considerations

As we approach the last quarter of this year, take a little time out to make some strategic saving and investing decisions before December 31. This can affect not only your long-term ability to meet your financial goals but also the amount of taxes you'll owe next April.

October 7, 2021

4:00p - 4:45p

Online

Isn't This All Inflationary?

What the Fed’s expanding balance sheet, massive fiscal spending, and surging money growth may mean for you

May 11, 2021

4:00p - 5:00p

Online

December 15, 2020

4:00p - 5:00p

Online

November 17, 2020

4:00p - 5:00p

Register online today using the zoom link below

Cybersecurity Made Simple

By taking action with cybersecurity in your personal life, you can better protect yourself, your friends, and your family. Learn how to protect your information, take steps to keep from being scammed, and set up best practices for your family.

October 14, 2020

4:00p - 5:00p

Register online today using the zoom link below

Social Security – Understanding the Importance of Social Security Claiming Decisions

Claiming your social security benefits can be one of the most important retirement decisions you make. Learn why it pays to wait and other claiming strategies from our presenter Brian Doherty, President of Filtech, and author of "Getting Paid to Wait: Bigger Social Security Benefits the Simple and Easy Way".

Event Registration