Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
April 24, 2026
10:00a - 2:00p
Camp Scully
Volunteer Day
Come volunteer at Camp Scully alongside your advisor!
November 8, 2025
10:00a - 12:00p
Mohawk Golf Club
July 23, 2024
12:13p - 12:20p
Zoom
March 20, 2024
6:00p - 7:00p
Branch Office
December 12, 2023
12:00p - 1:00p
Zoom Webinar
October 12, 2023
12:00p - 1:00p
Cetera Investors
Questions on how the various Medicare parts work?!
Learn how to choose the right plan for you and why it's important to review every year.
September 12, 2023
12:00p - 12:30p
Webinar
June 22, 2023
4:00p - 7:00p
Branch Office
February 22, 2023
10:00a - 11:00a
Zoom Web Conference
January 12, 2023
6:00p - 7:00p
Webinar
March 9, 2022
6:00p - 7:00p
Webinar
January 12, 2022
6:00p - 7:00p
Webinar
November 10, 2021
6:00p - 7:00p
Zoom Webinar
July 14, 2021
6:00p - 7:00p
Webinar
May 12, 2021
6:00p - 7:00p
Zoom Webinar
March 30, 2021
6:00p - 7:00p
Zoom Webinar
March 10, 2021
6:00p - 7:00p
Zoom Webinar
January 13, 2021
6:00p - 7:00p
Webinar
October 23, 2020
4:00p - 7:00p
Cetera Investors Parking Lot
October 20, 2020
6:00p - 7:00p
Zoom Web Seminar
September 23, 2020
6:00p - 7:00p
Zoom Web Seminar
Investing in an Election Year: When it comes to investing, do elections really matter?
Current economic and political challenges may seem unprecedented. A look at past election cycles shows that controversy and uncertainty have surrounded every campaign.
August 12, 2020
6:00p - 7:00p
Zoom Video Workshop
Savvy Social Security AND Long Term Care Planning Workshop
Understand the role that Social Security benefits play in your overall retirement income plan and how unexpected health and long-term care expenses can deplete your assets and threaten your plan.
August 12, 2020
12:00p - 1:00p
Zoom Video Workshop
Savvy Social Security AND Long Term Care Planning Workshop
Understand the role that Social Security benefits play in your overall retirement income plan and how unexpected health and long-term care expenses can deplete your assets and threaten your plan.
June 17, 2020
4:00p - 5:00p
"What to do with your old work plan" Webinar
May 13, 2020
6:00p - 7:00p
Virtual Zoom Meeting
April 23, 2020
6:00p - 7:00p
Virtual Zoom Meeting
March 31, 2020
4:00p - 4:45p
Virtual Zoom Meeting
Market Update & Weathering Stormy Investment Seas - 4:00pm Webinar
Webinar on current market update.
March 31, 2020
10:00a - 10:45a
Virtual Zoom Meeting
Market Update & Weathering Stormy Investment Seas - 10:00am Webinar
Webinar on current market update.