Learn more. Do more.

The more we know, the more we can help you know. We’re committed to offering "Power Hours" and events that provide empowerment through education. From learning about Social Security and Medicare to mapping out your financial future, retirement, and long-term care planning for your parents, we give you resources and knowledge that can help you make informed and intelligent financial decisions to take care of both you and your family. Our Women, Wine, & Wall Street Series is our signature event, with a combination of informative and entertaining speakers that will leave you better prepared to face a broad range of financial and life issues. Because to paraphrase Maya Angelou “When you know better, you do better.” 

Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

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Digital financial fraud: What to know and how to safeguard yourself

Feb 18, 2025 05:45 PM Eastern Standard Time - Feb 18, 2025 06:30 PM Eastern Standard Time
Location To Be Determined

Join us to learn about protecting yourself from the dangers of online financial fraud. We'll cover:

  1. The very real threat of stolen info on the dark web
  2. How bad actors are tricking people to give out their secure information
  3. Best practices and tips for you to avoid being a victim of financial fraud
  4. What to do next in the event you do become a victim of digital financial fraud

This is a virtual event - a Zoom link will be sent upon RSVP.

Power hour: Finances and dating during and after divorce

Oct 03, 2024 05:30 PM Eastern Daylight Time - Oct 03, 2024 06:30 PM Eastern Daylight Time
Location To Be Determined

Consider this a modern woman's guide for when Mr. Right becomes Mr. Wrong. We'll run through financial and dating considerations as you (or a friend) embark on a new chapter. Join us as we equip you to be smarter when it comes to your finances and to be a savvy dater.

This is a virtual event - a Zoom link will be sent upon RSVP. 

Health of Your Wealth: Financial Checkup for Retirement Preparation

Sep 26, 2024 06:00 PM Eastern Daylight Time - Sep 26, 2024 07:00 PM Eastern Daylight Time
Queset House 51 Main St North Easton, MA , 02356

We'll provide a financial checkup if you're in your 50s or 60s. We'll discuss key insights to help protect your family's financial well-being, help diagnose if you're on track to retire at your targeted age, share advanced strategies to help maximize your future Social Security benefits, review what you need to know about Medicare, cover recent tax and estate law changes in MA, and point out how to avoid investing pitfalls in light of rising interest rates and a transitioning economy. 

 

This is an in-person & Zoom event. Zoom link to be sent upon RSVP if requested.

Client Event: Shovel Town Brewery Suds & Duds Tour & Tasting

May 09, 2024 06:00 PM Eastern Daylight Time - May 09, 2024 09:00 PM Eastern Daylight Time
Shovel Town Brewery 50 Oliver St North Easton, MA , 02356

Join us for an exclusive behind-the-scenes tour and tasting conducted by the Head Brewmaster at the Shovel Town Brewery in Easton. We'll sample some artisanal suds and demystify some financial duds during a group game. Complimentary client event - guests welcome.

Power hour: Social Security and Medicare - What you need to know

Apr 23, 2024 05:30 PM Eastern Daylight Time - Apr 23, 2024 06:30 PM Eastern Daylight Time
Location To Be Determined

A properly planned Social Security benefit can be worth over $1.25 million, but one wrong move in Social Security benefits can cost you almost half that. Join us to help protect yourself from making the wrong moves and learn what you need to know about Medicare.

This is a virtual event - a Zoom link will be sent upon RSVP. 

Previous offerings

Exclusive client event: Music with a Message

Special performance by: Matthew Whitaker

Retirement, Social Security, Long Term Care: What you need to know

Speaker: Nora Yousif

Your Financial Roadmap

Speaker: Nora Yousif

Social Security, Medicare & Retirement: All you need to know

Speaker: Nora Yousif

Market Outlook and Key Themes

Speakers: RBC economists Janet Engels and Lindsay Strickland

Retirement, Social Security & Medicare

Speaker: Nora Yousif

Social Security

Speaker: Nora Yousif

Financial Mentor

Speaker: Nora Yousif

The Boston Club – Financial Affinity Group: College & Social Security

Speaker: Nora Yousif

Your Financial Roadmap

Speaker: Nora Yousif

Women, Wine and Wall Street Series: Boss Lady's Toolkit: What is your brand? What is your plan?

Speakers: Nora Yousif and guests

2nd Annual Women's Business Success Summit Conference

Speaker: Nora Yousif

The WELL Summit Conference: Your Financial Wellness

Speaker: Nora Yousif

Women, Wine and Wall Street Series: Success Using the New England Patriots Playbook

Speakers: Nora Yousif and Dion Lewis

Women, Wine and Wall Street Series: Aging Gracefully, Physically & Financially

Speakers: Nora Yousif and guest

Client Appreciation Event: Portfolio Prepared for 2017? Trends for Wealth Building

Speakers: Bob Dickey, Sean C. Gray

Your Financial Roadmap: 30s, 40s, 50s

Speaker: Nora Yousif

Keynote Address: Being in and servicing a family business

Speaker: Nora Yousif

Protect and Plan Your Social Security Lifetime Benefit

Speaker: Nora Yousif

Your Money Roadmap

Speaker: Nora Yousif

Money Mindset: Is it your goal to be a Millionaire?

Speakers: Nora Yousif, Arianna Huffington, Karen Kaplan, Kip Hollister, Jenny Johnson and more.