Past events

Understanding Medicare From A to D

  • Michael Mezansky, Regional Sales Director - First Eagle Investment Management
  • David Shnitzer CFP, Complex Director with Ameriprise Financial

Identity Theft - What can you do to protect your identity from being stolen?

  • Jeff Murphy, Vice President, Senior Advisor Consultant - Invesco
  • David Shnitzer, CFP

During this complimentary virtual seminar, you'll learn about common ways your personal information can be compromised, steps you can take to protect your personal information, and what to do if you are a victim of identity theft.

Virtual Yoga

  • Jess Pate, Physiologist & Boston-based yoga instructor
  • Shawn Eagle, Financial Advisor at Ameriprise Financial LLC

Celebrating working with great clients by hosting 'virtual' in-home private yoga instruction. Invite a friend and tune in to invest in your health!