Events

Join us for an educational webinar about ESG investing. Environmental, Social & Governance considerations are affecting consumer preferences and public attitudes. Policymakers are setting environmental and social goals -for some companies, this may be a headwind… but it also creates significant opportunities for those at the forefront of change. Learn how ESG is affecting the investment landscape and is changing the nature of investment flows.

Dial-in: 1-844-621-3956

Meeting Number (Access Code): 2486 027 1331

Let’s talk Medicare. Join Jeff Nymark for this educational webinar where he’ll discuss:

• Medicare basics
• Medicare coverage and costs
• Medicare drug coverage: Part D
• The differences between Original Medicare and Medicare Advantage
• Medicare coordination benefit rules

Dial In: 1-844-621-3956

Meeting Number (Access Code): 2486 700 3833#

Password: Seminar1!

Please join us for a Thimble Islands Cruise and get a chance to see the sunset from the water. Relax and enjoy the sights as we glide over the peaceful waters.

• Care for the people you love, even after you’re gone.
• Leave behind a lasting, meaningful legacy.
• Manage estate tax burden – for you and your heirs.

We’ve all heard the phrase ‘Money doesn’t grow on trees’, - this is a concept that is best taught at a young age. Please join us for an educational webinar where Janet Koh will talk about why it’s important to talk to our children about money, and how to have those conversations with our kids. She’ll also share some ideas on how to get your kids involved in saving, budgeting, and even investing later on.

Dial In: 1-844-621-3956

Meeting Number (Access Code): 2494 614 8819#

Password: Seminar1!

• College savings plans
• The financial aid process and how to apply
• Loan and repayment options
• How your student's college and major selection can play into their financial situation

Please join us for a tour of Elizabeth Park where we will learn about the history of the plants and the park. Afterwards, we will enjoy a delicious brunch and socialize at the Pond House Cafe located inside the park.

Space is limited. Please RSVP by Tuesday, August 2nd.

No matter where you are in life, having a financial strategy is key. Investing your money today, could give it more opportunity to grow tomorrow. Join Reggie Berg, Director with MFS, for this webinar where he’ll discuss the importance of investing and why we should create a plan and stick with it, even when our emotions sometimes tell us to do otherwise.

Dial In: 1-844-621-3956

Meeting Number (Access Code): 2487 589 1766#

Password: Seminar1!

The cash you hold in your investment portfolio is like the water in your diet: an important foundation, but not enough to sustain you over long periods. It’s healthier to eat a balanced diet. Similarly, it’s important to have a balanced set of investments. Join us for this educational webinar where Izabella will talk about making your cash count, the hidden costs of cash, and some things to consider instead.

Please call: 1-844-621-3956

Meeting Number (Access Code): 146 339 4348#

Password: Seminar1!

• Look at ways to make the most of your income. For example, we'll discuss how to maximize your workplace benefits.
• Live the life you want today—and in the future—by understanding the basics of developing a smart investment plan.
• Maintain financial balance by being prepared for risks and unexpected events; we'll outline what types of insurance may make sense for you.
• Create a meaningful legacy today. For example, we'll identify the most important documents you should have in order.

During this complimentary session, you'll learn more about:

• The basics of budgeting
• Credit scores and cards
• Paying for college
• Life after college

Please call: 1-844-621-3956

Meeting Number (Access Code): 2487 601 3016#

Password: Seminar1!

• Why retirement planning matters
• Investment strategies to consider
• About your workplace retirement benefits and how they can help you reach your retirement goals
• Simple steps you can take to control your situation

Karen Drancik will be joining us to share more about how to prepare for the unexpected. She’ll lead an informative discussion that will focus on anticipating the unexpected, while creating an effective plan for a sound future for your loved ones. You will learn the answers to the following questions and more, by attending this event:

• What do you have today?
• Where is it located?
• Who do you contact?

Please call: 1-844-621-3956

Meeting Number (Access Code): 2497 6224687#

Password: Seminar1!

• Determine how much income you’ll need in retirement
• Identify income sources that you can combine to create your retirement income
• Help make your savings last

• Evaluate your current cash situation
• Manage your debt and retirement accounts while in between jobs
• Develop an action plan to follow during this transitional phase and as you look for a new job

Unwanted papers cluttering up your filing cabinet? You're invited to bring your documents to our on-site shredding event.

Pastries and coffee will be provided.

Feel free to bring friends and family!

Join us for an educational webinar about women investors. Women’s economic influence and power continue to build – yet, less than one-third of women partner with a financial advisor. This presentation is designed to educate and inspire women investors to transform what, for many, is a challenging process into an energized and forward-thinking journey.

Dial-in: 1-844-621-3956

Meeting Number (Access Code): 2484 066 5393

• Seven fundamental components of smart investing that can be applied during volatile periods and when markets are stable
• Common risks that can throw your financial goals and retirement plans off track
• How to break financial planning into manageable and actionable steps