Upcoming Events:

 


Additional events to be announced!

Previous Events:


Social Security & Retirement

(Recorded October 26, 2016)
Join us for this online video seminar as we take an in-depth look at Social Security. This seminar will help you understand when you should claim your benefits, how spouses are impacted, and how Social Security will fit into your overall retirement plan. For this presentation, we have teamed up with Rachel S. Rodgers, CRPS® from OppenheimerFunds, Inc.


Empowering The Millennial Investor

(Recorded September 14, 2016)
Join us for this online video seminar as we take an in-depth look at the unique challenges and priorities facing the Millennial generation when it comes to finances and investing. Learn how to invest with confidence and put your financial plans into action.
For this presentation, we have teamed up with Heather Kennedy Miner from Goldman Sachs Asset Management (GSAM).


Rethink Retirement Planning
Aging and Its Financial Implications

(Recorded May 4, 2016)
Join us for this online video seminar as we take an in‐depth look at how aging may affect your financial planning for retirement housing and health. Specifically this seminar will address planning for the “Go‐Go years”, “Slow‐Go years”, and the “No‐Go years” of retirement and help you understand what they may
cost. For this presentation, we have teamed up with Matthew Schiffman from Legg Mason Global Asset Management, one of the largest asset management firms in the world.


Become the Ideal Investor
Keep Emotional Investing in Check

(Recorded February 17, 2016)

Join us for this online seminar as we learn how rational and emotional decision making during uncertain times may affect your overall retirement plan. We will review investor types, identify typical investor hurdles, and offer four new strategies to help you become a smarter, more ideal, investor. For this event, we have teamed up with Michael Graci from BlackRock® Investments, one of the largest asset management firms in the world.