Events

This is not your typical women & investing seminar. It’s not about stock tips—it’s about planning for real life. Through practical case studies and hands-on tools, we’ll explore key financial issues women often face at different life stages.

Why it matters:
Women are a growing economic force. Whether by choice or circumstance, many will take charge of their finances at some point. This session helps prepare you for that role with confidence, clarity, and a plan.

Key Takeaways:

• How financial planning impacts long-term security
• What to expect at different life stages
• Real-life scenarios and practical tools
• How to guide others on this journey

Don’t miss this opportunity to gain confidence, build knowledge, and make a real impact

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Women, Wealth & Wisdom - Click Here

A practical look at charitable planning options for individuals and families.

We invite you to an informative session focused on helping you understand how certain charitable giving strategies may fit into your broader financial and estate planning goals.

During this session, we will cover:

• Managing tax benefits while supporting the causes that matter most to you
• Use of Donor-Advised Funds (DAFs) to streamline giving and establish a family legacy
• Generating lifetime income through U.S. Legacy Income Trusts—all while benefiting qualified charities
• Tax-related considerations when donating appreciated assets such as stock or real estate
• How charitable giving can align with your long-term planning objectives

Who should attend:
Those looking to make meaningful charitable contributions, plan their estate tax-efficiently, or create long-term philanthropic impact for generations to come.

This session combines insightful planning ideas with actionable tools—so you can give wisely and live generously.

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Planned Giving with Donor Advised Fund - Click Here

Join us for an engaging and practical conversation designed to help you navigate key life transitions with clarity and confidence.

This session will explore real-life scenarios and provide financial planning insights around topics such as:

• Combining finances in relationships
• Managing divorce or remarriage
• Planning for education and major purchases
• Preparing for retirement and healthcare needs
• Caring for aging loved ones
• Creating a lasting legacy

Why it matters:
Life is full of transitions—some planned, some unexpected. Being prepared can empower you to take control, support your loved ones, and make confident decisions.

What you'll gain:
Checklists, tools, and thoughtful guidance for every stage—from building a life with a partner to caring for aging parents, and everything in between.

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Planning for Life’s Big Moments - Click Here

Volatility in the markets is not an uncommon phenomenon; it happens each year. It’s not market volatility but rather our reaction to it that tends to have the biggest impact on portfolio performance over time. First Eagle’s Behavioral Finance presentation is designed to help ensure that emotional decisions don’t derail long-term investment strategies based on financial goals.

The goal of the session is to help:

• Understand how our emotions and behaviors can impact investment decisions

• Instill healthy financial behaviors

• Focus on goals and not 24-hour news cycle

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Behavioral Finance - Click Here

During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2024, and a look at income and estate/gift taxes. Then, we’ll highlight specific, actionable planning ideas to consider.

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

When you think about your wealth you likely experience positive emotions such as pride or satisfaction. However, you may also feel like you are at a crossroads in your wealth management journey. This can lead to negative emotions such as doubt or confusion over the right financial strategy. By understanding your emotional response to your finances, you can take control of your money mindset and create a solid foundation for financial planning.

Key takeaways from the presentation

• Understanding your money emotions

• Accepting the past

• Learning the language of money

• Making a plan

• Planning for “setbacks”

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

Discover how tech and AI are revolutionizing aging!

With a new array of innovative apps, devices, and services, it’s now easier than ever to keep working, stay healthy, live at home, and stay connected with friends, family, and life’s little joys as you age.

Join us to explore research from the MIT AgeLab:

See the vast universe and scope of tech and AI for everyday tasks

Understand how these apps and devices can enhance your quality of life

Learn how to try out some of these technology innovations

Click Here to Register

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Join us for a timely update with a market summary, economic outlook, asset markets and long-term investment themes.

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

Join us for a session where we’ll discuss social security essentials, benefits and options, strategies to consider, and next steps.

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register