Events
To help you understand your own financial situation better, I host a monthly live WebEx Webinar in which you can participate from your own computer. Each Webinar will be recorded and made available to you at any time via my YouTube Channel by clicking on the icon at the top of the page.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
April 25, 2023
6:00p - 7:00p
https://us02web.zoom.us/j/89764315714?pwd=OEFxODdaYWNQeDJpRHRxK0xYd3BlZz09
Strategies to Safeguard Your Wealth ZOOM Webinar
Please join me for a comprehensive presentation, Strategies to Safeguard Your Wealth where we will examine asset protection strategies that can minimize the risk of liability while preserving assets you have accumulated.
January 24, 2023
6:00p - 7:30p
ZOOM Webinar - https://us02web.zoom.us/j/83771075503
January 24, 2023 LPL Research's Outlook 2023: Finding Balance
Please join me for a comprehensive presentation, LPL Financial Research's Outlook 2023: Finding Balance, on the markets and the global economy - and the opportunities and challenges that may lie ahead.
November 29, 2022
6:00p - 7:00p
Zoom Webinar
Getting the Most from Medicare Benefits
Please join me for an informational workshop to help make smart decisions for your future.
October 18, 2022
6:00p - 7:00p
ZOOM Webinar
Social Security Savvy Webinar
Please join me for an informational workshop to make smart decisions for your future.
July 26, 2022
6:00p - 7:00p
Zoom Webinar
July 26th LPL Midyear Outlook Webinar
Please join me for an informational workshop to gain market insights on what we can expect in the economy, policy, stocks, and bonds for the rest of 2022.
June 21, 2022
6:00p - 7:00p
ZOOM Webinar
June 21, 2022
Please join me for an informational workshop to find out how to create a financial strategy based on your goals and stay on track with the help of an investment professional.
May 31, 2022
6:00p - 7:00p
ZOOM Webinar
May 31st, 2022 Fortifying Your Financial Fitness Webinar
This webinar is designed to help you to become better prepared for retirement. It focuses on how much you should save for retirement, how to estimate your Social Security benefits, and how inflation can impact your goals.
January 25, 2022
6:00p - 7:00p
ZOOM Webinar
January 25, 2022 LPL Financial Research Outlook 2022 - Passing the Baton
LPL Research Outlook 2022: Passing the Baton is here to provide insight on the economy, stocks, and bonds and what may lie ahead for this new year and beyond.
July 27, 2021
6:00p - 7:00p
ZOOM Webinar
July 27, 2021 LPL Financial Research Midyear Outlook 2021: Picking up Speed
Prepare for a fast-paced second half with the economic insights and market guidance in LPL Research's Midyear Outlook 2021: Picking Up Speed.
June 29, 2021
6:00p - 7:00p
Webinar
Retirement Plan Options for Small Businesses and the Self-Employed
Discover how retirement plans can help prepare your small business, your employees and you for the future
March 30, 2021
6:00p - 7:00p
ZOOM Webinar
March 30, 2021 A "New" Tax Shelter: The Cash Balance Plan Webinar
In this webinar I will present the fundamentals of a Cash Balance Plan and how it can help high-income earners work toward their retirement goals.
February 23, 2021
6:00p - 7:00p
ZOOM Webinar
February 23, 2021 - The Future is Now - Investing for a Brighter Tomorrow
Please join me for a ZOOM webinar to learn more about: - The rapid change of progress - How new markets can create abundant opportunities - Innovations in artificial intelligence, genomics and robotics can improve our everyday lives - Opportunities to invest in the future - today
January 19, 2021
6:00p - 7:00p
Zoom Webinar
January 19, 2021 LPL Research Outlook 2021: Powering Forward Zoom Webinar
Please join me for a Zoom webinar entitled "LPL Research Outlook 2021: Powering Forward" delivering market insights on 2021 post-election policy and what we can expect in the economy, stocks and bonds in 2021.
September 29, 2020
6:00p - 7:00p
ZOOM Webinar
September 29, 2020 - The Brighter Side of Medicare ZOOM Webinar
Medicare is an important part of any retirement plan. Don't get left in the dark when it comes time to make these key decisions. This webinar is tailored for those near, or at, the age of 65.
August 25, 2020
6:00p - 7:00p
ZOOM Webinar
Live Your Best Life - Creating Income for Your Retirement ZOOM Webinar
Join me for an educational ZOOM webinar and learn how you can financially and emotionally prepare for this new phase of life.
July 28, 2020
6:00p - 7:00p
Zoom Webinar
July 28, 2020 LPL Research Midyear Outlook: The Trail to Recovery Zoom Webinar
Join our webinar to learn about: The path of economic recovery, led by consumers, but dependent upon containing COVID-19. The stock market showing gains ahead with some bumps along the way. The bond market modestly rising but with depressed yields, leaving investors with little return from bonds. How the stock market's performance ahead of the election could signal its outcome.
May 26, 2020
6:00p - 7:00p
ZOOM Webinar
May 26, 2020 Navigating Stock Market Volatility in a Coronavirus World ZOOM Webinar
If you are concerned about your investments right now, you are not alone. Experienced investors know the market is cyclical, and extreme volatility can cause unease and uncertainty.
May 21, 2020
12:00p - 1:00p
ZOOM Videoconference
Triangle Professionals in Career Transition Videoconference - ZOOM
This Meetup is for professionals in career transition who are looking for help and support throughout the search process. Each month we will introduce ourselves, present what kind of position we are seeking, followed by a subject matter expert who will facilitate a discussion on a job-search topic.
May 20, 2020
12:00p - 1:00p
ZOOM Videoconference
Senior Industry Networking Lunch Videoconference - ZOOM
Please come to this monthly networking lunch videoconference prepared to interact with others within the industry of helping to care for seniors. We plan to "meet" monthly on the third Wednesday of every month. There are no dues nor requirements to join.
April 28, 2020
6:00p - 7:00p
ZOOM Webinar
April 28, 2020 10 Principles of Long-Term Investing Resilience Webinar
Join me in this webinar where I will review 10 principles to help you tackle these issues and invest with resilience.
April 16, 2020
12:00p - 1:00p
ZOOM Videoconference
Triangle Professionals in Career Transition Meetup Videoconference - ZOOM
This is a Meetup for those who may be currently in a career transition or who may be looking to transition out of their current position of employment. We will introduce each other, state our current status and look to mutually-develop our networks.
April 15, 2020
12:00p - 1:00p
ZOOM Videoconference
Senior Industry Networking Lunch Videoconference - ZOOM
Please come to this monthly networking lunch videoconference prepared to interact with others within the industry of helping to care for seniors. We plan to "meet" monthly on the third Wednesday of every month. There are no dues nor requirements to join.
February 20, 2020
12:00p - 1:00p
Brixx Wood-Fired Pizza - Bradford
Triangle Professionals in Career Transition
This Meetup is for professionals in career transition who are looking for help and support throughout the search process. Each month we will introduce ourselves, present what kind of position we are seeking, followed by a subject matter expert who will facilitate a discussion on a job-search topic.
February 19, 2020
12:00p - 1:00p
The Pit Durham
Senior Industry Networking Lunch
We plan to meet monthly on the third Wednesday of every month. There are no dues nor requirements to join.
February 18, 2020
12:00p - 1:00p
The Reserve at Mills Farm
Making Sense of It All: Planning for your LTC Needs
Join me for an educational presentation that will cover what LTC is, what are the chances you will meed it and what are its associated costs. I will review what types pf funding sources are available to purchase LTC Insurance and help you determine if LTC insurance is the right choice for you.
February 11, 2020
3:00p - 5:00p
Wildwood Golf Course
Triangle Golf Enthusiasts Meetup
Hot golf in cooler weather?
January 29, 2020
6:00p - 7:00p
Pierce Law Group, PLLC
SECURE Act Workshop
This workshop will cover important information about changes to 401(k) contributions, new tax credits for certain small businesses, and new increases to mandatory age distributions from IRAs. We will also have some time allotted for open Q&A from our speakers at the end of the workshop!
January 28, 2020
6:00p - 7:00p
Webinar on your computer, tablet or smartphone
LPL Research Outlook 2020: Bringing Markets Into Focus Webinar
LPL Research's Outlook 2020: Bringing Markets Into Focus is here to bring some clarity to a complex investing environment and provide insightful commentary to support investment decision during the year ahead.
January 21, 2020
6:00p - 7:30p
Der Biergarten Cary
LPL Research Outlook 2020: Bringing Markets Into Focus Dinner Seminar
LPL Research's Outlook 2020: Bringing Markets Into Focus is here to bring some clarity to a complex investing environment and provide insightful commentary to support investment decision during the year ahead.
January 15, 2020
12:00p - 1:00p
Shiki Sushi
Senior Industry Networking Lunch
We plan to meet monthly on the third Wednesday of every month. There are no dues nor requirements to join.
November 26, 2019
6:00p - 7:00p
Work, Life and Money Webinar
For many people, balancing the responsibilities to work, family life and money is challenging. This webinar will help you focus on what's important and how to improve the balance in your life.
July 30, 2019
6:00p - 7:00p
Midyear Outlook 2019: FUNDAMENTAL
Please join me for a comprehensive webinar presentation on the markets and the global economy - and the opportunities and challenges that may lie ahead.
April 30, 2019
6:00p - 7:00p
Does Your Retirement Plan Include LTC
Did you know: Fewer than one-third of American over age 50 and over have begun saving for long-term care (LTC)? 7 in 10 people age 65+ will need some form of LTC? A typical private room in a nursing home can cost more than $80,000 per year? Even a home health aide could cost more than $30,000 per year?