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Upcoming Events

We look forward to seeing you at our upcoming Virtual Webinar events:

November 18, 2021
Thursday at 2:00 PM

Boost your Giving IQ with James Carpenter

Recent research tells us that generosity is hardwired into our brains. But we aren’t born knowing how to have the greatest impact with our giving. Join James Carpenter, Vice President and Charitable Planning Consultant™ of Fidelity Charitable to learn what changes are coming to philanthropy and how to make smarter giving decisions with these practical tips.
December 16, 2021
Tuesday at 4:00 PM

Market Outlook and Washington Update with Josh Feuerman

Joshua Feuerman, CFA, managing director, is a Global Equity Strategist. Josh joined the firm in 2012 from Foundation Capital Partners where he served as Chief Risk Officer. Previously, Josh ran his own investment firm, Btn Partners, where he managed a quantitative market neutral hedge fund. Prior to founding Btn Partners, Josh was Vice Chairman of the Investment Committee and Head of Global Quantitative Equities at Deutsche Asset Management. Josh was also Head of Active International Equities at State Street Global Advisors in Boston and an adjunct lecturer in the Finance Department at Pace University. Josh holds an A.B. in Economics and Romance Languages from Bowdoin College and an M.B.A. in Finance from the University of Chicago Graduate School of Business.

Goal Setting

More details to be announced

How to Sleep At Night


Let’s talk about Pie


Planning for Teachers


Paying for College

Past Events

October 14, 2021
Thursday at 4:30 PM


Dare to know! Understand the costs and risks of your Medicare choices so you can protect yourself and your future.

Learn the foundations of Medicare from an independent insurance agency to empower solid decisions towards the types of plans available to you. Watch Here
September 30, 2021
Thursday at 10:00 AM and 2:00 PM

 Estate Planning with Al Couture

How You Can Follow Ben Franklin's Wise Advice?
Read More