Welcome to Our Free Public Webinars

Educating our community about important financial concepts is part of our mission. Due to the measures we are all taking to prevent the spread of the new coronavirus, our spring events will be held as webinars instead of in person meetings.

We hope you can join us for one or more of these timely events – they are easy to join from your home computer.  The presentations are lively, fact-filled and informal.  Your questions are encouraged!  Information is posted below. Bring your own popcorn!

Coming Events 2020

What is your Number? Planning for a Secure Retirement Income

Webinars June 3 at 6 pm and June 5 at Noon

Join us for this informative webinar where we discuss specific strategies for managing the three big risks that everyone faces when taking retirement income from their investments:

How can you be sure your income will last your whole life, be safe from market downturns and ideally increase with the rising cost of living?

When you are making investment decisions while working and growing your accounts, your choices are fairly straightforward and many people can manage this process on their own. Investing for income is significantly more complex and challenging, and a mistake or miscalculation can create concerns about running out of money or needing to reduce your lifestyle.

Register for either Webinar Here:

June 3 at 6 pm  EDT


June 5 at 12 pm EDT https://webinar.ringcentral.com/webinar/register/8715902582928/WN_cBdhIKEHScS705rhBzxm0Q

Schedule of Future WEBINARS:

June 10         Guest CPA presents “Tax Planning 2020” – dozens of recent law changes!

June 24/26   5 Ways to Maximize your Social Security

July 8/10       Invest your Values- Sustainable and Gender Equity-based Portfolios

July 22/24     Halftime 2020 – A Crazy (half)-year in the markets

August 5/7     6 Retirement Account Options – IRA Planning

Our Past Events