Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
April 21, 2022
7:30p - 8:45p
https://financialguide.zoom.us/j/4709553748?pwd=cE9qbHdoN3lPamdhSmJqNVdTYUN6dz09 Meeting ID: 470 955 3748 Passcode: 951338 Or Join by Phone (646) 876-9923 Meeting ID 4709553748#
Navigating Volatility
Join us for a webinar on Navigating Volatility Tuesday, 4/19th at 7:00 p.m. and Thursday, 4/21st at 7:30 p.m.
April 19, 2022
7:00p - 8:30p
https://financialguide.zoom.us/j/4709553748?pwd=cE9qbHdoN3lPamdhSmJqNVdTYUN6dz09 Meeting ID: 470 955 3748 Passcode: 951338 Or Join by Phone (646) 876-9923 Meeting ID 4709553748#
Navigating Volatility
Join us for a webinar on Navigating Volatility Tuesday, 4/19th at 7:00 p.m. and Thursday, 4/21st at 7:30 p.m.
January 13, 2022
7:30p - 8:45p
Zoom Call
January 11, 2022
7:00p - 8:30p
Zoom Call
May 1, 2019
6:00p - 9:00p
Babylon Carriage House
Retirement Decisions
If you have a CD, IRA, 401k or 403(b) account you don’t want to miss this event! You are cordially invited to attend a SPECIAL EDUCATIONAL EVENT featuring highlights from America’s IRA Expert* Ed Slott’s “Retirement Decisions Guide.” This workshop is designed for individuals who are in or nearing retirement and who wish to make informed and intelligent decisions regarding IRAs and retirement. •Determine what type of IRA you have and if it is right for you • Is converting to a Roth IRA right for you • Why leaving your money in a company plan after retirement may be a mistake • Tax cutting strategies for you and your IRA beneficiaries • How to minimize risk with your IRA • Questions you need to ask your advisor before and after retirement • How to create a legacy with your IRA to pass on to future generations
April 30, 2019
Babylon Carriage House
Retirement Decisions
If you have a CD, IRA, 401k or 403(b) account you don't want to miss this event! You are cordially invited to attend a SPECIAL EDUCATIONAL EVENT featuring highlights from America's IRA Expert* Ed Slott's "Retirement Decisions Guide." This workshop is designed for individuals who are in or nearing retirement and who wish to make informed and intelligent decisions regarding IRAs and retirement. >Determine what type of IRA you have and if it is right for you >Is converting to a Roth IRA right for you >Why leaving your money in a company plan after retirement may be a mistake >Tax cutting strategies for you and your IRA beneficiaries >How to minimize risk with your IRA >Questions you need to ask your advisor before and after retirement >How to create a legacy with your IRA to pass on to future generations