Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. 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.
Past Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
October 23, 2023
5:30p - 7:00p
DiMillo's on the Water
MAINE FRAUD TRENDS - Cyber Fraud Seminar
Join us for another informative presentation regarding Maine Fraud Trends at this Cyber Fraud Seminar.
July 31, 2023
5:00p - 6:00p
Via Zoom
Fixed Income Investing Webinar
Join us, along with Laura Nardone, Vice President at PGIM Investments, as we look to put recent bond market performance and volatility into perspective and explore potential opportunities created across the fixed income markets.
April 25, 2023
5:30p - 6:30p
Via Zoom
February 14, 2023
12:00p - 2:00p
DiMillio's Restaurant
December 6, 2022
5:00p - 6:00p
Via Zoom
Harnessing Stress for a Happier Retirement - Emotional and Financial Preparations for Retirement Webinar
Join us while we discuss how to minimize stress while emotionally and financially preparing for retirement.
October 18, 2022
5:00p - 6:00p
Via Zoom
The Power of Investing to Change the World Webinar
What if our financial investments could be aligned with the same values that shape the rest of our lives?
October 4, 2022
5:00p - 6:00p
Via Zoom
A Closer Look at Your Social Security Benefits Webinar
Join us for A Closer Look at your Social Security Benefits Retirement Planning Strategies for 2022
September 14, 2022
12:00p - 1:00p
Via Zoom
Cybersecurity Made Simple - Session 2
Please join us for an informative webinar on Cybersecurity.
September 13, 2022
5:00p - 6:00p
Via Zoom
Cybersecurity Made Simple - Session 1
Please join us for an informative webinar on Cybersecurity.
July 12, 2022
5:00p - 6:00p
Via Zoom
Interrupt the noise: Hear what’s really happening with markets
Join us for an informative Webinar on July 12 at 5:00 PM ET
September 14, 2021
12:00p - 1:00p
Webinar
Understanding Medicare from A – D Webinar
Do you – or does someone you know – have questions regarding Medicare?