Broker Check

Seminars & Webinars

Upcoming Events

July 27, 2024

12:00p - 1:00p

Contact Us!

Save the Date! 2024 Summer Picnic!

This event is open to all of our clients, but registration is required. Contact us for the location and correct time. The RSVP deadline is July 19th, 2024. Bring your kids and grandkids for quality time, good food, and lots of fun!

Past Events

February 28, 2024

2:30p - 3:30p

Zoom

September 28, 2022

6:30p - 7:30p

Zoom

Long Term Care Planning

Strategies Every Retiree Needs to Know About Long Term Care

August 25, 2022

7:00p - 9:00p

Contact Katie Taglieri for more information.

Bring-A-Friend Wine Tasting

Bring a friend and join us for a wine tasting!

August 16, 2022

6:30p - 7:30p

Zoom

U.S. Wealth Market Outlook

Join us for a special quarterly market update with BlackRock!

August 2, 2022

3:00p - 4:00p

Zoom

Anatomy of a Recession

Join us for an exclusive webinar with Rich Macari of Franklin Templeton Investments as he provides an economic outlook that breaks down the Anatomy of a Recession.

July 14, 2022

6:30p - 8:30p

Contact Us!

Savvy Social Security Planning: Bring-A-Friend Dinner Seminar

Bring a friend to this exclusive dinner seminar on Social Security: What Baby Boomers Need to Know to Maximize Their Retirement Income.

June 28, 2022

6:30p - 7:30p

Zoom

Student of the Market

Student of the Market: A Market Commentary presented by BlackRock

May 25, 2022

6:30p - 7:30p

Zoom

The Psychology of Investing

Keeping calm amid market turbulence

September 29, 2021

6:30p - 7:30p

Zoom

Savvy Social Security Planning

Explore the latest strategies to create and protect a secure retirement in today's volatile economic environment.

July 28, 2021

6:30p - 7:30p

Zoom

The 5 Stages of Financial Wellness

Explore the most important factors that your financial well-being depends on throughout the different stages of life.

June 30, 2021

6:30p - 7:30p

Zoom

Long Term Care Planning

Learn about the importance, cost, and benefits of long term care to maintain financial security in your future.

May 26, 2021

6:30p - 7:30p

Zoom

Estate Planning 101

Learn about the available tax strategies and various federal gift and estate tax reductions strategies.

May 20, 2021

4:30p - 5:30p

Zoom

April 28, 2021

6:30p - 7:30p

Zoom

What's my Year? Planning for Social Security

What Baby Boomers Need to Know to Maximize Retirement Income

March 31, 2021

6:30p - 7:30p

Zoom

Retire Confidently - Strategies for your IRA

Learn about the various strategies available for your IRA so that you can retire confidently.

February 24, 2021

6:30p - 7:30p

Zoom

Long Term Care Planning

Strategies Every Retiree Needs to Know About Long Term Care

January 7, 2021

4:00p - 5:00p

Zoom

COVID-19 and the Elections

How Covid-19 and The Elections Impacts Business Owners From a Tax Perspective

November 19, 2020 - December 19, 2020

12:00p - 1:00p

Zoom

Post Election Market Update

Join us for an exclusive webinar presented by JP Morgan!

October 28, 2020

6:30p - 7:30p

Zoom

Savvy Social Security Planning

What Baby Boomers Need to Know to Maximize Retirement Income

October 22, 2020

6:00p - 7:00p

Zoom

10 Truths No Matter Who Wins

A market perspective on the 2020 US Presidential Election, regardless of the outcome

October 8, 2020

6:30p - 7:30p

Zoom

Retire Confidently - Strategies for your IRA

Learn about the various strategies available for your IRA so that you can retire confidently.

September 23, 2020

6:30p - 7:30p

Zoom

Common Money Mistakes

Learn how understanding these 52 common money mistakes can better your financial well-being.

September 9, 2020

6:30p - 7:30p

Zoom

August 26, 2020

6:30p - 7:30p

Zoom

Healthcare in Retirement Planning

Register for this exclusive webinar with Fidelity designed for pre-retirees who have not yet enrolled in Medicare

August 6, 2020

12:00p - 1:00p

Zoom

Special Quarterly Market Update!

Putting the Quarter in Perspective: A Market Commentary presented by Symmetry

July 30, 2020

6:30p - 7:30p

Zoom

July 16, 2020

12:00p - 1:00p

Zoom

July 9, 2020

4:00p - 5:00p

Zoom

July 2, 2020

4:00p - 5:00p

Zoom

June 25, 2020

6:00p - 8:00p

Zoom

Taxes in Retirement

This educational event will cover the basics of taxes in retirement and reveal the latest strategies for handling your taxes.

June 25, 2020

2:00p - 4:00p

Zoom

Taxes in Retirement

This educational event will cover the basics of taxes in retirement and reveal the latest strategies for handling your taxes.

June 18, 2020

4:00p - 5:00p

Zoom

June 11, 2020

4:00p - 5:00p

Zoom

June 3, 2020

6:00p - 7:00p

Zoom

Savvy Social Security Planning

What Baby Boomers Need to Know to Maximize Retirement Income

June 3, 2020

2:00p - 3:00p

Zoom

Savvy Social Security Planning

What Baby Boomers Need to Know to Maximize Retirement Income

May 21, 2020

4:00p - 5:00p

Zoom

May 21, 2020

10:30a - 11:30a

Zoom

May 14, 2020

4:00p - 5:00p

Zoom

April 30, 2020

4:00p - 5:00p

Zoom

The SECURE Act 2019

How will it impact your Retirement and Estate planning?

April 28, 2020

10:30a - 11:30a

Zoom: bit.ly/2JMWwyf

February 26, 2020

6:30p - 8:00p

Jaraiedi Financial Group

September 18, 2019

6:30p - 8:30p

Washington Crossing Inn

Savvy Social Security Planning

What Baby Boomers Need to Know to Maximize Retirement Income

Event Registration