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