Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
October 1, 2026
5:00p - 6:00p
ZOOM
Long-Term Care and Healthcare Expenses in Retirement
August 25, 2025
5:00p - 6:00p
ZOOM
April 1, 2025
5:00p - 6:00p
Virtual
January 28, 2025
5:00p - 6:00p
Virtual
October 30, 2024
5:00p - 6:00p
Zoom - Virtual
September 4, 2024
5:00p - 6:00p
ZOOM
May 6, 2024
5:00p - 5:45p
Virtual
Medicare 101
Don't miss this opportunity to get all your Medicare questions answered! Reserve your spot today by registering using this link https://cetera.zoom.us/webinar/register/WN_UavTD4I1SEChEE_EdqXRfg. We look forward to having you join us!
May 24, 2023
6:00p - 7:00p
Virtual
Check-In Webinar
Long Term Care 101
June 8, 2022
6:00p - 7:00p
Virtual
Planning for Health Care in Retirement
Hello, please join us as we hear from Kevin Furtado with Fidelity Investments about how to plan for healthcare in retirement. This event is being held via zoom. Please click the link to register.
May 12, 2022
3:00p - 5:00p
TGIF
April 27, 2022
3:00p - 4:00p
Virtual
Advice Works Intro
Please join my team and I on April 27th at 3pm as we host a webinar on the Adviceworks Client Portal.
January 19, 2022
6:00p - 6:45p
Virtual
Market Update with Goldman Sachs
Join us and Goldman Sachs Asset Management strategist, Maria Li, CFA, Global Head of SAS Market Strategy. We will be discussing the current and future market outlook.