Events
Upcoming Events
Downsizing Done Right: Expert Tips and Strategies with John Walsh from Walsh Senior Solutions
During this webinar, you'll learn valuable tips and tricks to help make your downsizing journey a success. John Walsh will provide insight on what to look for when making this transition, and answer any questions you may have about the process.
April 29, 2023
8:00a - 1:00p
APA Hotel Woodbridge
Past Events
March 1, 2023
12:00p - 12:30p
Zoom
27 Principles Every Investor Should Know
Join us for a special webinar featuring Steven Atkinson, the author of the book "27 Principles Every Investor Should Know."
February 1, 2023
12:00p - 12:30p
Zoom
Navigating the Financial Implications of Divorce
In this webinar, we'll be discussing strategies for protecting your financial assets, navigating the division of property, and planning for your future financial goals.
January 4, 2023
12:00p - 12:30p
Zoom
Optimizing Health & Wellness in 2023 with Hayley Winchel, DC
Dr. Hayley Winchel lives and breathes health and fitness! She will help to share her passion in this area and how we can implement strategic health and wellness tactics in our busy lives.
December 7, 2022
12:00p - 12:30p
Zoom
The Ring Woman Answers Your Questions
Julie Roros AKA The Ring Woman, will be joining us for an educational session to discuss diamonds and fine jewelry.
November 9, 2022
12:00p - 12:30p
Zoom
Choosing the Right Providers of Extended Care with Nancy Dykeman
Nancy is a Certified Senior Advisor and nationally recognized educator about the choices of where to receive extended care no matter where you live. We will learn the differences in delivery of care and gain insight into how to have a conversation with our family members about what is available.
October 20, 2022
5:30p - 8:00p
Cuzin's Seafood & Clam Bar
Financial Strategies for Resident Physicians Happy Hour
Your training until now has taught you how to practice medicine. Please join us and your co-residents as we discuss strategies to protect your income, eliminate debt, & build long-term wealth. Speakers include: Justin W. Rice, CFP®, CSLP® & Gina L. Campanella, Esq. RSVP Required by October 17th - Space is limited to 30 guests
October 12, 2022
12:00p - 12:30p
Zoom
Estate Planning Basics with Keith Singer, Esq.
Your estate plan is essential if you want to decide who will receive shares of your estate. If you don't have a plan in place, those decisions will be left up to the State! Having a plan will also allow the transition of your assets to occur with the least amount of stress, expense, and tax.
September 7, 2022
12:00p - 12:30p
Zoom
Sustainable Investing with Larry Swedroe and Samuel Adams
Larry Swedroe and Sam Adams cut through the fog and bring clarity on sustainable investing―providing investors with a firm plan on how to properly match personal values with their investment selection.
August 3, 2022
12:00p - 12:30p
Zoom
Grief Works with Julia Samuel
Death affects us all. Yet it is still the last taboo in our society, and grief is still profoundly misunderstood. Julia Samuel, a grief psychotherapist, has spent twenty-five years working with the bereaved and understanding the full repercussions of loss.
July 6, 2022
12:00p - 12:30p
Zoom
Integrity Based Human Influence with Sean Callagy
VIEW RECORDING HERE: https://youtu.be/PT0TgLeQrUQ On this webinar we will be talking about the super power of influence, led by one of the world's greatest trainers on the subject Sean Callagy.