EVENTS
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
November 30, 2023
6:00p - 6:45p
Virtual meeting via Zoom
June 21, 2023
5:00p - 6:00p
Virtual
Health Care and Your Retirement
Our presenter will be Julia Fuentes, Vice President, Vanguard Financial Advisor Services The focus of the presentation is on planning for health care costs in retirement. The information provided will help you make more informed decisions as you or loved ones approach Medicare eligibility. Topics for discussion are: -How to plan for pre and post-retirement health care costs -The ABCs of Medicare and costly mistakes -What effects your Medicare premiums -Introduction to Medicare’s high income surcharge (IRMAA) -Long term care considerations
November 9, 2022
5:00p - 6:00p
Virtual Seminar
"Know Your Medicare Options" Virtual Seminar
"Know Your Medicare Options" Virtual Seminar
November 16, 2021
6:00p - 7:00p
Virtual Event
"Understanding Medicare from A to D" Virtual Client Education Event
Michael Mezansky, First Eagle Investment Management is our guest presenter for the virtual seminar which will guide attendees through the essentials of Medicare.
January 19, 2021
5:00p - 5:30p
Webex Event Only
"Saving for College - Understanding 529 Plans" Virtual Client Education Event
Nationally recognized 529 authority, Chris Stack, Esq., will lead a 30-minute discussion on the importance of 529 plans to pay for college.
December 1, 2020
6:00p - 7:00p
Webex Event Only
Virtual Night of Comedy with Jeff Shaw
2020 has been a difficult year for all of us so let’s end the year on a fun note and laugh a little. As the saying goes, Laughter is the best medicine! Hoping you can join us for the fun.
July 22, 2020
6:30p - 7:45p
Webex Event Only
May 20, 2020
6:00p - 7:00p
Webex Event Only
A Virtual Education Event on ESG Investing - May 20, 2020
A video-conference education event on the topic of "Responsible Investing: Aligning your financial goals with your values."
March 9, 2020
5:30p - 8:00p
The Black and Orange Bar & Grill
"Before You Crunch the Numbers - Visualize Your Retirement" Client Education Dinner Event
A successful retirement is more than just financial preparedness, and retiring well is about more than a number.
November 14, 2019
6:00p - 8:00p
Jack's Abby
Client Education Event on Long Term Care
Our guest speaker is Timothy Ripp, Executive Vice President, Associates of Clifton Park who is giving a presentation on Estate and Long Term Care Planning. Refreshments will be served. Feel free to bring a guest!