Seminars & Events

Securing Your Future: A Guide to Long Term Care Planning

Apr 15th 2025, 4:00 pm ET

Join us this April for an informative session discussing how to navigate the complexities of long-term care planning. This session will explore the risks of health care in retirement and provide practical strategies for planning ahead. Gain insights into long-term care options, ask questions and learn how to make informed decisions for a healthier, more secure future.

Navigating the Real Estate Market

Mar 18th 2025, 4:00 pm ET

Join us for an informative session with Ellen Grant, realtor with Compass, as she shares valuable insights into the current real estate landscape. We’ll explore key trends shaping the market and discuss important factors to consider if you’re thinking of buying or selling.

Increased Market Volatility - Guest Speaker Kelly Bogdanova

Mar 13th 2025, 3:00 pm ET

With market volatility back in focus, understanding the key factors driving these fluctuations is essential for investors seeking to navigate both short-term adjustments and long-term financial goals.

Join us for a Zoom call on Thursday, March 13, at 3 p.m. (ET), as Vice President and Portfolio Analyst Kelly Bogdanova at RBC Wealth Management provides her insights on the forces shaping the markets today.

Roth Conversions and IRMAA Surcharges Explained

Feb 18th 2025, 4:00 pm ET

Join us for an informative session led by Daniel Faye as we explore Roth conversions and the impact of IRMAA Medicare surcharges. Learn strategies for optimizing your retirement planning all while being more tax considerate, with time set out for a Q&A session to address your specific questions.

2025 Economic and Market Outlook

Jan 14th 2025, 4:00 pm ET

Join us for an informative session where we will discuss the 2025 economic and market outlook. We hope you’ll discover valuable insights and strategies to navigate the financial landscape for the year ahead.

Finding the One: Insights from a Professional Matchmaker for Lasting Connections

Nov 19th 2024, 4:00 pm ET

Join us for an engaging event featuring matchmaker Leora Hoffman, who will share her insights and expertise on the art of matchmaking and building meaningful connections. 

Charitable Giving Tax Strategies

Oct 15th 2024, 4:00 pm ET

Join us for an informative presentation where we will explore effective methods to maximize your philanthropic impact while mitigating tax liabilities. We will discuss the following topics:

• Qualified charitable distributions

• Donor-advised funds

• Donating appreciated assets, including stocks

Learn how to enhance your charitable giving while leveraging tax advantages to benefit both you and your chosen causes.

The Medicare Maze: Avoid Costly Turns and Lifelong Penalties

Sep 24th 2024, 4:00 pm ET

Join us for an insightful presentation by Kevin Dougherty of KMD Insurance Associates on Medicare, where we’ll discuss the following topics:

• Medicare enrollment rules

• How to avoid penalties and potential lapses in coverage

• What is not covered by Medicare

• Medicare Supplement Insurance, Medicare Advantage plans and prescription drug plans

• Medicare’s premium costs

• Income-related monthly adjustments

• The importance of Medicare’s annual enrollment/election period

Kevin will also leave time for a question and answer period. Don’t miss out on this informative and accessible event.