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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Who Will Take Care of Me When I'm Old?

Apr 25, 2024 12:00 PM Eastern Daylight Time - Apr 25, 2024 01:00 PM Eastern Daylight Time
Virtual Event, WebEx

Join us as we host a virtual conversation with industry experts about longevity planning and managing life care options.  We'll discuss the various levels of care, and the options and resources available to caregivers and family members to help navigate the care management landscape.

Guest Speakers:

Adele Zilber, CFP®, CLU®, ChFC®
Managing Director, Signature Private
Highland Capital Brokerage

Ellen S. Platt, MEd, CRC, CCM
President & Certified Aging Life Care Manager
The Option Group

Please RSVP to Renee Floro at by April 23, 2024.  Please feel free to pass this invitation along to friends or family who may find this topic of interest.

Join the presentation here.




Charitable Giving Presentation

Nov 02, 2023 04:00 PM Eastern Daylight Time - Nov 02, 2023 05:00 PM Eastern Daylight Time
Virtual Event, WebEx

Please join us for a virtual presentation on charitable giving.  We will discuss strategies such as donor-advised funds, charitable trusts, donating appreciated stock, and qualified charitable distributions from IRA accounts.

Hosted by:  The Ross Group

Guest Speaker:  Cathy Walker, Senior Trust Consultant, RBC Wealth Management

Please RSVP to Renee Floro at by October 31.  Please feel free to invite a friend or family member who may find this of interest.

Join the presentation here.