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