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Events

Upcoming Events

January 27, 2021

5:00p - 6:00p

Zoom Webinars

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Webinar Series: January 2021 - Pre-Retirement Decisions

This presentation takes us through common decisions associated with the “Pre-Retirement” stage of the financial lifecycle.

February 24, 2021

5:00p - 6:00p

Zoom Webinars

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Webinar Series: February 2021 - 10 Principles of Long-Term Investing Resilience

Market volatility has increased. It may be time to learn about long-term investing resilience. Please join me for this complimentary session. If you can’t attend, please call me to schedule time to speak.

March 24, 2021

5:00p - 6:00p

Zoom Webinars

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Webinar Series: March 2021 - Protect Yourself from Yourself

Why we make emotional investment decisions. And how we can stop.

Past Events

November 18, 2020

5:00p - 6:00p

Zoom Webinars

Webinar Series: November 2020 - Family Wealth Management: Generational Wealth Conversations

Family wealth transfer is not just about getting financial assets to the next generation. It is also about how to pass on what we think is important AND how to avoid damaging our children's relationships with each other.

October 28, 2020

5:00p - 6:00p

Zoom Webinars

Webinar Series: October 2020 - Five Wishes - Advanced Directives

We will introduce you to Five Wishes and the importance of having an advance care plan.

September 23, 2020

5:00p - 6:00p

Zoom Webinars

Webinar Series: September 2020 - 2020 Election - 10 Truths No Matter Who Wins

We address the role politics should (or should not) play as it relates to our investment portfolios and long-term finances.

Event Registration