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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Medicare planning made easy

Oct 08, 2025 01:00 PM Eastern Daylight Time - Oct 08, 2025 02:00 PM Eastern Daylight Time
Location To Be Determined

The process of navigating Medicare is complex and confusing, with more than 24,000 different plans available throughout the country. Chapter—an independent Medicare advisor—offers help in reviewing, evaluation and enrolling in the best plan for you.

Chapter analyzes the 24,000+ Medicare coverage options available. The platform accounts for potential future changes in coverage costs over time. Chapter’s Medicare professionals use this data platform to provide unbiased guidance to help you find the best health coverage for your needs while helping to minimize what you pay.

Join Griffin Geisler, Wealth Strategist and guest speaker Ari Parker, Chapter's Head of Medicare Advisory, in this discussion about all things Medicare Advisory, including Medicare’s A, B, C and D plans. This session is for those turning 65 soon, those who already have a Medicare plan, or anyone who might be interested in learning more to help a loved one better understand their options.


Guide to Retirement Webinar - 2025

May 14, 2025 12:00 PM Eastern Daylight Time - May 14, 2025 01:00 PM Eastern Daylight Time
Webex Princeton, NJ

Join us for our next educational webinar on critical planning considerations for securing your retirement. Learn about helpful strategies, tips and actionable steps that can help you take charge of your finances and feel more confident about this milestone event. This is a complimentary webinar, feel free to share this invitation with friends, family or colleagues.


Webinar - Saving for College: What Do You Need to Know?

Mar 12, 2025 12:00 PM Eastern Daylight Time - Mar 12, 2025 01:00 PM Eastern Daylight Time
Webex Princeton, NJ

Are you a parent who worries about saving both for retirement and for a kid’s education? Are you a grandparent who would like to gift their grandkids their college education? Join us to learn more about options available to save for education expenses for your loved ones. This Q&A will be a great time to ask anything related to education planning and strategies available to make smart decisions about your money.


Social Security Educational Webinar

Oct 22, 2024 04:00 PM Eastern Daylight Time - Oct 22, 2024 05:00 PM Eastern Daylight Time
Location To Be Determined

As you get closer to retirement, you may be thinking about how Social Security fits into your retirement plans and overall financial circumstances. Join us for a complimentary educational webinar to learn more about Social Security, the factors that should be taken into consideration and how to help maximize your benefits.