We host a range of educational and social events to help you stay informed and up to date on the issues that impact your financial picture.
Figuring Out Your Credit Score: What's Your Number?
Do you think your credit score is only for applying for loans and credit cards? It reaches far beyond that. It's one of most vital parts of your financial life, and it follows you forever. Understanding your credit score is one of the first steps to financial literacy. Please plan to join our webinar where you'll learn what goes into your score and how to improve it. After all, healthy credit creates buying power!
Tuesday, September 28, 2021
12:00 p.m. EST
4:00 p.m. EST
Guest Speaker: Bill Strott
Director and Wholesaler, MFS Investment Management
We hope you can join us for this informative presentation.
Listen in as Megan Hopps, Vice President, Broker-Dealer Sales Manager at T. Rowe Price Associates, Inc. discusses the unique financial challenges faced by women and steps to take in planning for retirement. During her presentation, Megan discusses insights around the earning and saving behavior of women; how these behaviors vary across generations; and considerations on how to achieve a successful retirement.
Year-End Charitable Planning
As the holiday season and year-end approach, many of us look for ways to combine our desire to help causes we believe in with our desire for tax savings. Listen in as Heather Zack, JD, LLM, MSFP, CAP, Team Lead, Advanced Planning at Commonwealth Financial Network discusses strategies you can use to accomplish both these goals.
Beyond the Numbers: An Economic and Market Update
This exclusive webinar features Brad McMillan, Managing Principal and Chief Investment Officer at Commonwealth Financial Network. Listen in as Brad shares his in-depth knowledge of the financial markets and economic issues that may affect your financial perspectives.
Managing Legacy Wealth
Are you concerned with preserving your family wealth for future generations? Listen in as Jan Blakeley Holman, CFP, CIMA, ChFC, CDFA, CFS, GFS, Director of Advisor Education at Thornburg Investment Management, presents on why family wealth disappears and offers strategies you can use to preserve it.
Health Savings Accounts
Listen in as Liam Grubb, CFP, CAIA, Vice President - Senior Retirement Plan Strategist Defined Contribution Division - US at Franklin Templeton Investments discusses the tax advantages of Health Savings Accounts and how they can help offset medical expenses now and in retirement.
We know you’re watching the market and wondering, “Will I be ok?” But, even with market uncertainty, there’s one financial planning challenge that extends far beyond your income and assets: longevity. This is a discussion about health, lifestyle, family and how you want to be prepared for the unexpected.
Interested in learning more? Schedule a consultation today to see how we can help with all your financial needs.