Events
Upcoming Events
Webinar: Good Intensions, Poor Execution
We all want our wealth to make a difference, whether it’s helping a child buy a first home, funding a grandchild’s education, or giving back to causes we care about. But even the best intentions can unravel without careful planning. Join Advisors Samantha Webster and Kay Anderson for Good Intentions, Poor Executions as they uncover the most common mistakes families make when gifting — from tax surprises to family misunderstandings — and share strategies to ensure your generosity truly lasts. This one-hour session will help you think differently about family and charitable giving, so your legacy is as impactful as you intend it to be.
Webinar: The Hidden Cost of Silence: Protect Your Family's Future Today
Are you leaving your loved ones a legacy of love and clarity—or one of confusion and conflict? Most families avoid discussing finances until it’s too late, risking chaos when it matters most. Join us for a one-hour webinar that reveals the true cost of silence and shows you simple steps to ensure your family's future is secure, organized, and peaceful. Don’t wait until it’s too soon—empower your family with the gift of clarity now.
Webinar: Is a CCRC Right for You?
The idea of moving to a Continuing Care Retirement Community (CCRC) can feel overwhelming — but it may also provide peace of mind, stability, and security for you and your loved ones. With options that range from independent living to skilled nursing, CCRCs offer the flexibility to age in place while maintaining community, lifestyle, and access to care. Join Judith Alexander-Wasley and Paul Ciccarelli for Is a CCRC Right for You? on February 17, 2026, as they explore the benefits, challenges, and key considerations of CCRCs, including costs, contracts, tax implications, and real-life stories from those who made the move. You’ll walk away with practical questions to ask, insights to help you weigh the financial and emotional trade-offs, and clarity on whether a CCRC could be the right choice for your future.
Webinar: The Perils of DIY
Online calculators and DIY strategies promise simplicity, but retirement planning is rarely straightforward. From taxes and investments to estate planning and insurance, small oversights can lead to big consequences. In The Perils of DIY Financial Planning, Advisors Jasen Gilbert and Kyle Kennedy will share real-life stories that reveal where well-intentioned do-it-yourself planning often goes wrong — and how to avoid common pitfalls. Join us on March 17, 2026 to gain practical insights into aligning your financial decisions with what matters most, protecting your loved ones, and knowing when additional support or perspectives may help strengthen your long-term plan.
Webinar: Protection & Planning: Securing What Matters
Life doesn’t always go as planned, but the right preparation can help you navigate unexpected events with confidence. Protection & Planning: Securing What Matters with Josh Espinosa and Jack Breton will explore the key strategies to safeguard your income, assets, and future. From insurance and emergency funds to estate planning essentials, this webinar will provide practical steps to identify potential risks, put safeguards in place, and ensure your financial goals—and the people who matter most—are protected.
Webinar: When Families Collide
Financial planning often touches more than your wallet—it affects relationships, roles, and values within the family. When Families Collide: Navigating Family Dynamics in Financial Planning with Kay Anderson and Patrick Ryan will explore the challenges that arise when finances intersect with family life, from adult children taking on decision-making roles to disputes among heirs or navigating blended households. Participants will gain practical tools, communication techniques, and strategies to approach these situations with empathy and clarity, helping families move forward together while honoring everyone’s needs and perspectives.
Webinar: Creating Income That Lasts
Retirement isn’t just about saving—it’s about turning your assets into a sustainable income that supports the lifestyle you want. Creating Income That Lasts with Steve Merkel and Samantha Webster will guide you through the key sources of retirement income, including Social Security, pensions, investments, and annuities, while addressing expenses, inflation, and cash flow planning. This one-hour webinar will provide practical strategies to help you create a reliable income plan, reduce uncertainty, and gain confidence that your retirement income will last as long as you do.