Events

Retirement Planning and Navigating Medicare Webinar

We are hosting a Zoom webinar where we will discuss retirement planning and navigating medicare.

Taco Bout a Party

Shred It and Forget It

Medicare Healthcare: Plan for Costs in Retirement

Medicare or healthcare in general is consistently among the primary concerns of retirees and pre-retirees as they consider their post-employment finances. Join us as we examine how you can place the healthcare expense question into your overall retirement income plan, understand the importance of planning for healthcare-related expenses in retirement, and the options available to you to address and manage your healthcare expense risk.

Anatomy of a Recession

Where do U.S. equity markets stand - and what should we watch for in the coming months? Join us for a practical view of key indicators in the economy and the potential impact on markets.

Estate Planning: How to Avoid Probate and a Large Tax Liability

Estate planning is a vital piece of any comprehensive financial plan and can help to keep your wealth out of the court system and away from family conflict. Probate can be a lengthy and costly process. No one wants to see their assets in the hands of the state or the IRS.

Zoom Event! Economic Update and Market Outlook

We are hosting a Zoom economic update and market outlook presentation where we will discuss key drivers of economic activity, global factors, inflation and market volatility.

A History of Money & Investing: From Barter to Bitcoin

Join us for a special Zoom event as we discuss some of the newest forms of payment and investing - cryptocurrency. Jonathan Hubbard with MFS Investment Management will be presenting, A History of Money and Investing: From Barter to Bitcoin.

Webinar: 10 Common Estate Planning Mistakes to Avoid

Join us Wednesday October 27th for an informative webinar on 10 common estate planning mistakes you should avoid.

Learning the Basics of Medicare Webinar

Markets and Elections Webinar presented by Invesco

Greenhouse Workshop Webinar

Join us Wednesday August 19th for a fun webinar to learn where to start in creating your own Hobby Greenhouse in your backyard.

The Anatomy of a Recession Webinar

The Anatomy of a Recession: What to Look for and Where We're Headed

Reminder: The Anatomy of a Recession Webinar

Estate Planning Essentials - Hosted by Jennifer Solak with Solak Legal

Find out what a Will can do, what it can't, and what other documents you may need to protect your family.

Home Maintenance & Inspection - Webinar by Big G Home Inspections, LLC

When your home is one of your biggest investments, maintaining it is a Must! Join this webinar on July 15th to see what routine maintenance is suggested to keep your house running smoothly.

Navigating Healthcare & Insurance in Times of Uncertainty - Webinar presented by Vista Agency & Vida Family Medicine

If there's a time that people particularly need access to good health care and health insurance, it's during a global pandemic. Health insurance is complicated and signing up can be hard. Let alone trying to get in front of a doctor these days.

Enhancing Retirement with Home Equity - Webinar by AAG

Did you know, 77% of most retirees' net worth is tied up in their homes*? Join this webinar on June 17th to see if unlocking and leveraging some of your home equity as part of an overall retirement strategy is right for you. *Marketwatch

SPEAKING OF MARKETS - Webinar presented by T. Rowe Price