Thursday April 8th @ 12pm

Join our guest speaker, Dan Suzuki, Deputy CIO or Richard Bernstein Advisors, for a review of : 

• Current Market Trends
• Long Term Outlook
• Investment Strategies for long time horizons 

Tuesday, April 20th @ 12pm

It's never too early to plan for retirement but there is a point it can be too late.
Join us for a discussion on:
-Envisioning your retirement now
-Potential risks
-Strategies to consider
-How to build and execute your vision

Tuesday, March 16th @ 12pm

 So much has changed over the last four years in the tax landscape. Join us for a review of:

-The Tax Cuts & Job Act
-Tax Planning Strategies
-The importance of tax-efficient investing.

Tuesday, March 9th @ 5pm

 Join us for an educational webinar on ESG investing. Our guest speaker, Tom Scarrone, Model Specialist, will discuss:
-What is ESG?
-Identifying Risks
-Capturing Opportunities
-Why sustainability is the new standard for -investing