Events

Upcoming Events

June 7, 2023

12:00p - 1:00p

Zoom Event

Register

Retirement is Near: How Do I Prepare?

This webinar addresses emotions to expect, things to know, and what you can afford.

June 7, 2023

5:30p - 6:30p

Zoom Event

Register

Retirement is Near: How Do I Prepare?

This webinar addresses emotions to expect, things to know, and what you can afford.

Past Events

May 24, 2023

12:00p - 1:00p

Zoom Event

April 19, 2023

5:30p - 6:30p

Zoom Event

Retirement is Near: How Do I Prepare?

This webinar addresses emotions to expect, things to know, and what you can afford.

April 19, 2023

12:00p - 1:00p

Zoom Event

Retirement is Near: How Do I Prepare?

This webinar addresses emotions to expect, things to know, and what you can afford.

April 6, 2023

5:30p - 6:30p

Zoom Event

5 Things to Know About My Cash Now

5 things to do with your cash in the bank

April 6, 2023

12:00p - 1:00p

Zoom Event

5 Things to Know About My Cash Now

5 things to do with your cash in the bank

November 29, 2022

5:30p - 6:30p

Virtual Event

Why Retiring During the Current Economic Downturn Could be an Opportunity

Rate increases to the tune of 3.75% will dramatically affect an important part of your retirement plan- your Pension. The time could not be more perfect to have a collaborative conversation around what to do next. That is why we are hosting a Q and A webinar designed to answer your burning questions on this topic.

November 21, 2022

6:30p - 8:30p

Hunter Steakhouse

Hunter Steakhouse Dinner Event - Should I retire now before interest rates reduce my pension lump sum?

Rate increases to the tune of 3% will dramatically affect an important part of your retirement plan- your Pension. The time could not be more perfect to have a collaborative conversation around what to do next. That is why we are hosting a Q&A designed to answer your burning questions on this topic.

November 17, 2022

6:30p - 8:30p

Karl Strauss

Karl Strauss Dinner Event - Should I retire now before interest rates reduce my pension lump sum?

Rate increases to the tune of 3% will dramatically affect an important part of your retirement plan- your Pension. The time could not be more perfect to have a collaborative conversation around what to do next. That is why we are hosting a Q&A designed to answer your burning questions on this topic.

November 16, 2022

12:00p - 1:00p

Zoom (Virtual Seminar)

Why Retiring During the Current Economic Downturn Could be an Opportunity

Rate increases to the tune of 3.75% will dramatically affect an important part of your retirement plan- your Pension. The time could not be more perfect to have a collaborative conversation around what to do next. That is why we are hosting a Q and A webinar designed to answer your burning questions on this topic.

November 15, 2022

6:30p - 9:30p

Top Golf El Segundo

Top Golf Dinner Event - Should I retire now before interest rates reduce my pension lump sum?

Rate increases to the tune of 3% will dramatically affect an important part of your retirement plan- your Pension. The time could not be more perfect to have a collaborative conversation around what to do next. That is why we are hosting a Q&A designed to answer your burning questions on this topic.

November 14, 2022

6:30p - 8:30p

Black Angus

Black Angus Dinner Event - Should I retire now before interest rates reduce my pension lump sum?

Rate increases to the tune of 3% will dramatically affect an important part of your retirement plan- your Pension. The time could not be more perfect to have a collaborative conversation around what to do next. That is why we are hosting a Q&A designed to answer your burning questions on this topic.

November 9, 2022

6:30p - 8:30p

Trabocco Kitchen

Trabocco Kitchen Dinner Event - Should I retire now before interest rates reduce my pension lump sum?

Rate increases to the tune of 3% will dramatically affect an important part of your retirement plan- your Pension. The time could not be more perfect to have a collaborative conversation around what to do next. That is why we are hosting a Q&A designed to answer your burning questions on this topic.

November 2, 2022

6:30p - 8:30p

Spaghettini

Dinner Event - Should I retire now before interest rates reduce my pension lump sum?

Rate increases to the tune of 3% will dramatically affect an important part of your retirement plan- your Pension. The time could not be more perfect to have a collaborative conversation around what to do next. That is why we are hosting a Q&A designed to answer your burning questions on this topic.

June 23, 2022

12:00p - 1:00p

Online Event

June 9, 2022

10:00a - 11:00a

Online Event

June 8, 2022

5:00p - 9:00p

Westchester/El Segundo Moose Lodge 1780

Join us - Moose Lodge 1780 (6-8-22)

Westchester/El Segundo Moose Lodge 1780

April 27, 2022

1:00p - 2:00p

Zoom (Virtual Seminar)

March 30, 2022

5:30p - 6:30p

Zoom (Virtual Seminar)

March 16, 2022

12:00p - 1:00p

Zoom (Virtual Seminar)

November 10, 2021

5:00p - 6:00p

Zoom (Virtual Call)

October 21, 2021

12:00p - 1:00p

Zoom (Virtual Call)

May 27, 2021

11:00a - 12:00p

Zoom (Virtual Event)

WEBINAR: Emotions, Expectations, and Economics

Join our presentation to learn more about: - How emotions can influence your investment decisions - General market expectations for three types of investors - Lessons from the last 90 years of US economic history

May 19, 2021

3:00p - 4:00p

Zoom (Virtual Seminar)

Hear from an FBI Agent

Hear from an FBI Agent on Cybersecurity & Identity Theft Awareness.

April 12, 2021

3:30p - 4:00p

Zoom (Virtual Seminar)

Happy Hour: Retirement Savings Challenges for Women

When it comes to saving for retirement and planning for retirement income, women face a number of unique challenges, which we’ll be discussing in more detail.

April 12, 2021

11:00a - 11:30a

Zoom (Virtual Seminar)

Coffee Talk: Retirement Savings Challenges for Women

When it comes to saving for retirement and planning for retirement income, women face a number of unique challenges, which we’ll be discussing in more detail.

March 18, 2021

11:00a - 11:30a

Zoom (Virtual Seminar)

WEBINAR: The Home Stretch - 7 Things You Need to Do in the Decade Before You Retire

Are you as prepared for retirement as you’d like to be? With longer life spans, increasing health care costs and the diminishing role of traditional pensions, planning for retirement is more complex than ever. Choices made during the final decade of your career can deeply impact your retirement plan.

March 4, 2021

11:00a - 11:30a

Zoom (Virtual Seminar)

WEBINAR: "Know Your Student Loans" with GradFin

Learn the basics and join our Q&A to learn the key concepts of Federal and Private student loan repayment options. Feel free to invite your friends and loved ones. RSVP today to save your seat.

February 18, 2021

11:00a - 11:30a

Zoom (Virtual Seminar)

WEBINAR: Equity - Think Again 2020

Think no one can beat the index? Think again.

February 11, 2021

12:30p - 1:00p

Zoom (Virtual Seminar)

WEBINAR: My Brain Made Me Do It

Strategies to Help You Make Better Decisions

January 14, 2021

11:00a - 12:00p

Zoom

WEBINAR: ForeCare Fixed Annuity

Learn how you can get more care, more convenience, and more control with ForeCare, a unique fixed annuity long-term care benefits.

December 16, 2020

11:00a - 12:00p

Zoom

WEBINAR: Unchartered Waters - Navigating Stock Market Volatility in a Coronavirus World

In this webinar presentation, you will learn more about today's markets in historical context and perspective, how our emotions affects decision-making, and three strategies to help you live with market volatility.

December 4, 2020

12:00p - 1:00p

Zoom

WEBINAR: "Know Your Student Loans" with GradFin

Learn the basics and join our Q&A to learn the key concepts of Federal and Private student loan repayment options.

November 18, 2020

3:00p - 4:00p

Zoom

WEBINAR: Social Security Savvy - Strategies To Help Maximize Your Retirement Income

Including: Which of the 5 withdrawal options is the best fit for you, The 5 Keys To Deciding When To Start, How To Factor In Medicare Choosing when to start Social Security payments may be one of the most important decisions you make in the retirement income planning process. It can have a significant impact on how much guaranteed income you and your spouse receive for life!

November 5, 2020

3:00p - 4:00p

Zoom

November 5, 2020

12:00p - 1:00p

Go To Webinar

Understanding Your Retirement DNA (Kaiser)

Through this program, we are committed to helping you make clear, confident and research-based decisions that achieve results.

November 4, 2020

3:00p - 4:00p

Zoom

WEBINAR: Social Security Savvy - Strategies To Help Maximize Your Retirement Income

Including: Which of the 5 withdrawal options is the best fit for you, The 5 Keys To Deciding When To Start, How To Factor In Medicare Choosing when to start Social Security payments may be one of the most important decisions you make in the retirement income planning process. It can have a significant impact on how much guaranteed income you and your spouse receive for life!

October 28, 2020

4:00p - 5:00p

Zoom

WEBINAR: Social Security Savvy - Strategies To Help Maximize Your Retirement Income

Including: Which of the 5 withdrawal options is the best fit for you, The 5 Keys To Deciding When To Start, How To Factor In Medicare Choosing when to start Social Security payments may be one of the most important decisions you make in the retirement income planning process. It can have a significant impact on how much guaranteed income you and your spouse receive for life!

October 22, 2020

3:00p - 4:00p

Zoom

October 8, 2020

3:00p - 4:00p

Zoom

October 5, 2020

1:00p - 2:00p

Outlook Call

J.P. Morgan 2020 Election Outlook Call featuring Guide to the Markets hosted by AIG

Meera Pandit, Global Market Strategist, will discuss the current investment landscape using slides from the 3Q20 Guide to the Markets. Meera will provide a brief update on the U.S. 2020 Election, geopolitical risks and late cycle opportunities and positioning.

Event Registration