Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
June 18, 2020
5:15p - 6:15p
Zoom Webniar
Monthly Money Matters: Managing Student Debt
Eric will discuss best practices for paying off debt, and how to manage student loans so you can begin to get ahead.
May 21, 2020
5:15p - 6:15p
Zoom Webinar
Monthly Money Matters: Envision a Successful Retirement
This is best suited for those nearing retirement. We'll discuss what it takes to have a successful retirement, managing the transition, your time, and your money.
May 14, 2020
10:00a - 10:30a
Webinar - Zoom
April 16, 2020
5:15p - 6:15p
Zoom Webinar
Monthly Money Matters: Asset Allocation
Eric will cover how to properly allocate a portfolio based on risk tolerance. He will cover diversification, risk, volatility, tax implications, and more.
April 9, 2020
6:30p - 7:30p
Zoom Meeting
Market Update and Q & A with Beckett Law
I'll be providing a market update, including what to expect for a market recovery, and what to do, if anything, during these times.
April 2, 2020
6:30p - 7:30p
Zoom Meeting. URL in description.
Financial Wellness Webinar
We know times are strange and markets are volatile while we all deal with this COVID-19 pandemic. In times like this, we feel it's wise to go back to the basics. We will cover an overview of what "financial wellness" is, and how to manage your budget, investments, insurance, and more. We'll follow up with a Q&A to answer any questions you may have.
April 2, 2020
4:00p - 5:00p
Zoom. Join URL in description.
Financial Wellness Webinar
We know times are strange and markets are volatile while we all deal with this COVID-19 pandemic. In times like this, we feel it's wise to go back to the basics. We will cover an overview of what "financial wellness" is, and how to manage your budget, investments, insurance, and more. We'll follow up with a Q&A to answer any questions you may have.
March 19, 2020
5:15p - 6:15p
Zoom Meeting
Monthly Money Matters: Personal Risk Profile
Eric will review how to determine your personal risk profile, and what that means for the types of investments that should be selected.
February 20, 2020
5:15p - 6:15p
New England Financial Group
January 16, 2020
5:15p - 6:15p
New England Financial Group