Broker Check

Events

Join a live, interactive virtual event to get our latest insights on the market and ask questions. 

Upcoming Events

August 15, 2024

12:00p - 12:45p

Zoom Webinar

Register

Q3 2024 Financial Markets and Portfolio Update Client Webinar

Join Chief Investment Officer, Stephen Galli, as he presents our Q3 2024 Financial Market and Portfolio Update webinar to discuss our market views and portfolio strategy.

November 14, 2024

12:00p - 12:45p

Zoom Webinar

Register

Q4 2024 Financial Markets and Portfolio Update Client Webinar

Join Chief Investment Officer, Stephen Galli, as he presents our Q4 2024 Financial Market and Portfolio Update webinar to discuss our market views and portfolio strategy.

Past Events

May 16, 2024

12:00p - 12:45p

Zoom Webinar

Q2 2024 Financial Markets and Portfolio Update Client Webinar

Join Chief Investment Officer, Stephen Galli, as he presents our Q2 2024 Financial Market and Portfolio Update webinar to discuss our market views and portfolio strategy.

March 28, 2024

12:00p - 12:45p

Zoom

Roadmap to Retirement: Top IRA Planning Mistakes to Avoid

Join us as Chief Investment Officer, Steve Galli, welcomes guest speaker Craig LoConte, CFP, CIMA, with MFS Investment Services. He will discuss 11 common retirement planning mistakes and how to avoid them. There will also be time for retirement questions and answers.

February 15, 2024

12:00p - 12:45p

Zoom Webinar

Q1 2024 Financial Markets and Portfolio Update Client Webinar

Join Chief Investment Officer, Stephen Galli, as he presents our Q1 2024 Financial Market and Portfolio Update webinar to discuss our market views and portfolio strategy.

January 18, 2024

12:00p - 12:45p

Zoom Webinar

2023 Financial Market Review & Recap Webinar

Join Chief Investment Officer, Stephen Galli, as he presents a comprehensive market recap for last year and discusses the economic climate.

October 19, 2023

12:00p - 12:45p

Zoom Webinar

Q4 2023 Financial Markets and Portfolio Update Client Webinar

Join Chief Investment Officer, Stephen Galli, as he presents our Q4 2023 Financial Market and Portfolio Update webinar to discuss our market views and portfolio strategy.

September 21, 2023

12:00p - 1:00p

Zoom Webinar

Demystifying Medicare As You Near Retirement Age

This educational event is designed to give you an introduction to Medicare.

July 20, 2023

12:00p - 12:45p

Zoom Webinar

Q3 2023 Financial Markets and Portfolio Update Client Webinar

Join Chief Investment Officer, Stephen Galli, as he presents our Q3 2023 Financial Market and Portfolio Update webinar to discuss our market views and portfolio strategy.

May 18, 2023

4:30p - 5:15p

Zoom Webinar

Q2 2023 Individual Equity Portfolios Client Update

Join Stephen Galli, Chief Investment Officer, as he presents our Q2 financial market and portfolio update webinar for our Individual Equity Portfolios.

April 27, 2023

4:30p - 5:15p

Zoom Webinar

Q2 2023 Financial Markets and Portfolio Update Client Webinar

Join us for our Q2 2023 Financial Market and Portfolio Update webinar to discuss our market views and portfolio strategy.

April 20, 2023

4:30p - 5:15p

Zoom Webinar

The Impact of Social Security

Join us for a live webinar, led by Karen L. Ireland, CFP® of MFS Investment Management, to discuss how important Social Security claiming strategies could be to your overall retirement goals. 

February 16, 2023

4:30p - 5:15p

Zoom Webinar

Q1 2023 Individual Equity Portfolios Client Update

Join Stephen Galli, Senior Investment Officer, as he presents our Q1 financial market and portfolio update webinar for our Individual Equity Portfolios.

January 19, 2023

4:30p - 5:15p

Zoom Webinar

Q1 2023 Financial Markets and Portfolio Update Client Webinar

Join Senior Investment Officer, Stephen Galli, as he presents our Q1 2023 Financial Market and Portfolio Update webinar to discuss our market views and portfolio strategy.

Event Registration