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.

There are no events to show

graph

History Lessons: Putting turbulent markets in perspective - Session 2 (Registration Required)

May 10, 2023 05:30 PM Eastern Daylight Time - May 10, 2023 06:30 PM Eastern Daylight Time
Virtually via WebEx Concord, New Hampshire , 03301

The presentation includes a walk down memory lane to see where we have been and a look ahead to see
where we may be going. In this session we will use data to address these questions:
• What does the history of market returns tell us?
• Is diversification dead?
• Is there a wrong time or right time to invest?
• What do inflation and rising rates mean for my portfolio and my life?

graph

History Lessons: Putting turbulent markets in perspective - Session 1 (Registration Required)

May 10, 2023 11:00 AM Eastern Daylight Time - May 10, 2023 12:00 PM Eastern Daylight Time
Virtually via WebEx Cocnord, New Hampshire , 03301

The presentation includes a walk down memory lane to see where we have been and a look ahead to see
where we may be going. In this session we will use data to address these questions:
• What does the history of market returns tell us?
• Is diversification dead?
• Is there a wrong time or right time to invest?
• What do inflation and rising rates mean for my portfolio and my life?

The Fragile Decade Session 2 - Registration Required

Feb 08, 2023 05:30 PM Eastern Standard Time - Feb 08, 2023 06:30 PM Eastern Standard Time
Location To Be Determined

Join us virtually for a look at the fragile decade—the five years before your retirement and the five years after. This period may be a vulnerable period for you both financially and emotionally. And considering that your retirement could last 20 to 30 or more years, the time to start preparing is now. We can help!
Hosted by:

The Concord Branch
Philip Keller, CFP®
Vice President–Branch Director

Guest speakers:
Patrick Scanlon
Global Atlantic Consultant
Global Atlantic Financial Company

The Fragile Decade Session 1 - Registration Required

Feb 08, 2023 11:00 AM Eastern Standard Time - Feb 08, 2023 12:00 PM Eastern Standard Time
Location To Be Determined

Join us virtually for a look at the fragile decade—the five years before your retirement and the five years after. This period may be a vulnerable period for you both financially and emotionally. And considering that your retirement could last 20 to 30 or more years, the time to start preparing is now. We can help!
Hosted by:

The Concord Branch
Philip Keller, CFP®
Vice President–Branch Director

Guest speakers:
Patrick Scanlon
Global Atlantic Consultant
Global Atlantic Financial Company