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Upcoming Events

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

Past Events

April 28, 2022

12:00p - 1:00p

Zoom Meeting

State of the Markets 1st Quarter 2022

The first quarter of 2022 wasn't what investors hoped for with all the major indices being in the red through March. There was a lot of news over the first three months that influenced investors like inflation, the war in Ukraine and oil prices. Join us on April 28th at 12 EST as we discuss our thoughts on the first quarter and what we think the rest of the year will look like.

February 11, 2022

12:00p - 1:00p

State of the Markets 2022

State of the Markets 2022

We look forward to you joining us as we review the market activity in 2021 and what may happen in 2022. The first month of January wasn't exactly what investors hoped but our outlook is constructive for 2022. Consumer balance sheets remain healthy, the job market is strong, and monetary policy is still accommodative. These factors should continue supporting the economy and financial markets. Despite this positive backdrop, there are important transitions underway that could prove more challenging for investors as the year unfolds.

November 18, 2021

12:00p - 1:00p

Zoom Meeting

Long Term Care: What is it and Who needs it?

By definition, Long-Term Care involves a variety of services designed to meet a person's health or personal care needs during a short or long period of time. These services help people live as independently and safely as possible when they can no longer perform everyday activities on their own. While this sounds straight forward, Long Term Care can have drastically different outcomes for every family. The impact of Long Term Care events can be both financially and emotionally taxing for you, your children, and other extended family members. Register today to learn more about Long Term Care planning and why it may be important for you!

November 1, 2021

12:00p - 1:00p


2021 Quarterly Market Report

In the 3rd edition of our Quarterly Market Reports, we will discuss the last quarter of the markets and what to expect leading up to year end. We will examine the important financial news of the last 9 months, including economic developments, world events, and other market influences.

July 22, 2021

12:00p - 1:00p

Microsoft Teams Meeting

Halftime Report 2021: Where we've been and what's to come

Midway through the year is a great time to see how far we've come and talk about what might lay ahead.

March 25, 2021

11:30a - 12:30p


Behavioral Guidance During Volatility featuring Phillip Kurchack from PIMCO Investments

This session reviews common behavioral biases that affect decision making during volatility and review strategies that have the greatest impact on an investor's financial success.

November 19, 2020

12:00p - 12:45p


Long Term Care: What Is It and Who Needs It?

Register today to learn more about Long Term Care planning and why it may be important for you!

Event Registration