Upcoming Events

    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.




    Future webinars will be posted soon.



    Women and Retirement


    Women and Retirement

    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.


    Long-Term Care


    Long-Term Care

    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.