Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

September 14, 2023

12:00p - 1:00p

Webinar: Estate Planning: Protecting and Preserving Your Legacy

Webinar: Estate Planning: Protecting and Preserving Your Legacy

Join us for our Webinar: Estate Planning: Protecting and Preserving Your Legacy When: Thursday, September 14th, 2023, at 12:00PM EST or 4:00 PM EST There are many things to consider when you are putting together your estate plan. During this webinar, we will discuss the following: *The Estate Planning Considerations *What happens if don't have an estate plan *An Estate Plan Document Overview *Long-Tem Care Planning *Charitable Planning

June 21, 2023

12:00p - 1:00p

Webinar

Webinar: Social Security: With You Through Life’s Journey…

Join us for our Webinar: Social Security: With You Through Life’s Journey… When: Thursday, June 21st, 2023, at 12:00PM EST or 3:30 PM EST For nearly 90 years, Social Security has helped secure today and tomorrow by providing benefits and financial protection for millions of people throughout their life’s journey. Social Security touches the lives of every American, both directly and indirectly. As you consider the information that you are about to receive, we encourage you to think about all the ways Social Security has been linked to your life – and the lives of your loved ones. During this webinar, we will discuss the following: The different benefits Social Security offers. How you qualify for the different Social Security benefits. How Social Security determines your benefits. Medicare eligibility and enrollment

March 16, 2023

4:00p - 5:00p

Webinar: Outlook for 2023

Outlook for 2023 Webinar

Dr. Quincy Krosby, who serves as Chief Global Strategist and spokesperson for LPL Research on key areas such as global capital markets with an emphasis on current conditions affecting the macroeconomic environment. Previously, she served as chief market strategist at Prudential Financial and global investment strategist at Deutsche Bank asset management. She also held global capital markets positions at Credit Suisse and Barings. During this webinar, she will discuss Economic Forecasts, Inflation, the path of interest rates, Russia's war with Ukraine, and what investors should be doing during these volatile times.

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