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Events

Upcoming Events

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

Past Events

September 22, 2022

4:30p - 5:30p

Enjoy this presentation from the comfort of your own home via Zoom. Join from a PC, Mac, iPad, iPhone or Android device.

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.

August 17, 2022

4:30p - 5:30p

Enjoy this presentation from the comfort of your own home via Zoom. Join from a PC, Mac, iPad, iPhone or Android device.

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.

July 20, 2022

4:30p - 5:30p

Enjoy this presentation from the comfort of your own home via Zoom. Join from a PC, Mac, iPad, iPhone or Android device.

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.

June 23, 2022

4:30p - 5:30p

Enjoy this presentation from the comfort of your own home via Zoom. Join from a PC, Mac, iPad, iPhone or Android device.

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.

October 27, 2021

4:30p - 5:30p

Enjoy this presentation from the comfort of your own home. Join from a PC, Mac, iPad, iPhone or Android device.

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.

September 30, 2020

4:30p - 5:30p

Enjoy this presentation from the comfort of your own home. Join from a PC, Mac, iPad, iPhone or Android device.

September 16, 2020

4:30p - 5:30p

Enjoy this presentation from the comfort of your own home. Join from a PC, Mac, iPad, iPhone or Android device.

August 19, 2020

4:15p - 5:30p

Enjoy this presentation from the comfort of your own home. Join from a PC, Mac, iPad, iPhone or Android device.

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.

August 12, 2020

4:30p - 5:30p

Enjoy this presentation from the comfort of your own home. Join from a PC, Mac, iPad, iPhone or Android device.

The Anatomy of a Recession Webinar

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

August 12, 2020

4:30p - 5:30p

Enjoy this presentation from the comfort of your own home. Join from a PC, Mac, iPad, iPhone or Android device.

July 29, 2020

4:30p - 5:30p

Enjoy this presentation from the comfort of your own home. Join from a PC, Mac, iPad, iPhone or Android device.

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.

July 15, 2020

2:30p - 4:30p

Enjoy this presentation from the comfort of your own home. Join from a PC, Mac, iPad, iPhone or Android device.

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.

July 1, 2020

4:30p - 5:30p

Enjoy this presentation from the comfort of your own home. Join from a PC, Mac, iPad, iPhone or Android device.

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.

June 17, 2020

4:30p - 5:15p

Enjoy this presentation from the comfort of your own home. Join from a PC, Mac, iPad, iPhone or Android device.

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

June 3, 2020

4:30p - 5:30p

Enjoy this presentation from the comfort of your own home. Join from a PC, Mac, iPad, iPhone or Android device. NOTE

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