Past events

Guide to the Markets 1Q21

  • EDT
  • Markets1!
  • Join this event online
  • Peter Isberg CFA, CIMA, Executive Director - J.P. Morgan Asset Management
  • Shawn Eagle - Financial Advisor

During this complimentary session Peter will share an overall guide to today’s global economic landscape, U.S markets, and the global outlook.

Tax Strategies in the Current Economic Landscape

  • Taxtopics1!
  • Join this event online
  • Robert Linksey, CFP, Senior Wealth Management Specialist - Putnam Investments
  • Shawn Eagle, Financial Advisor

During this complimentary session Robert will share perspective and insight into maximizing planning opportunities in the current tax landscape.

Virtual Golf

  • Presented by Mark Kazanjian; Golf Professional, Whirlaway Golf Center in Methuen, MA., Mark Kazanjian
  • Shawn Eagle, Financial Advisor

Virtual Golf: How to improve your short game in the house during winter.