We are pleased to announce our featured speaker, Strider Elass, Sr. Economist with First Trust and part of the First Trust Economics Team that Bloomberg has consistently ranked as one of the top forecasters of the U.S. economy over the past decade. We will also hear...
Stress Management & Mindfulness Webinar
The end of each year often brings anxiety around holiday preparations, family dynamics, work deadlines, new year goals and more. Join us to learn more about stress management and mindfulness.
Tax Planning Webinar
Claire Gallant and Logan Holman are CPAs and founders of Vivify (www.usevivify.com), an accounting firm serving clients across the country. Together they will discuss and help you understand steps you can take to ensure a tax-smart year-end. With experts like Claire...
What to do with Cash as the Fed cuts rates?
With markets anticipating at least one Federal Reserve rate cut in 2024 and speculation about future cuts, join us on our upcoming webinar to discuss what this means for investors – especially those that are holding cash. Over the last year and a half, cash investors...
Career Development Webinar
In this webinar, we discussed the topics of career development and employment search in a post pandemic market with technological advancements like artificial intelligence. You can now watch the recording at your convenience by clicking the link below. Passcode for Q2...
2024 Investment Forum Webinar
We kicked off the year with our investment forum featuring an economist from First Trust, and investment professionals from JP Morgan (perspective on stocks) and Wellington (perspective on bonds). You can now watch the recording at your convenience by following this...
Residential Real Estate Webinar
Join us as we discuss the hot topic of buying/selling/renovating residential real estate. This is especially timely as we head into the Spring/Summer listing season. With property values up, competition for homes fierce, and faced with higher rates, how should we be...
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