Events
Upcoming Events
Retirement is Near: How Do I Prepare?
This webinar addresses emotions to expect, things to know, and what you can afford.
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
How Does a Financial Advisor Get Paid and How Do They Add Value?
Advice Chaser - Online Event
June 9, 2022
10:00a - 11:00a
Online Event
How Does a Financial Advisor Get Paid and How Do They Add Value? (copy)
Advice Chaser - 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.