Take the first step toward reaching your Financial Goals
Get the information that can help you live a confident retirement.
Attend a Webinar
Our webinars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Join one of our webinars to learn how addressing these concerns can help you feel more confident about the days ahead.
UPCOMING WEBINARS:
View Previous Webinars
Market Update: Making Sense of All the Volatility
March 18 th
- Coronavirus Headlines
- Historical Market Analysis
- Managing Investment Risk
- Looking Ahead
Market Update: Making Sense of All the Volatility
March 20 th
- Markets: What we’re seeing now
- Markets: What history shows us
- Managing Behavior – Looking Ahead
Market Update: Making Sense of All the Volatility
March 25 th
- Federal Stimulus
- Congressional Stimulus
- Market and Portfolio Update
- Looking Ahead
Market Update: Making Sense of All the Volatility
March 27 th
- Market Updates
- US passes China and Italy in number of Covid- 19 cases
- DOW rallies 20% in 3 days
- CARES Act Stimulus Package (Coronavirus Aid Relief and Economic Security)
- Looking Ahead
Market Update: Making Sense of All the Volatility
April 1 st
- The realities of bear markets and recessions
- Explored some strategies for making the most of those challenging conditions
- Various specialists responded to common questions we're hearing about the markets, stimulus, and investment decisions
Market Update: Making Sense of All the Volatility
April 3 rd
- Current unemployment numbers and impact on economy
- CARES Act’s critical components
Market Update: Making Sense of This Week’s Market Volatility
April 9 th
- Summary of all the changes that happened in March
- What to expect for the economy going forward
- CARES Act and what applies to the individual
Market Update: Making Sense of This Week’s Market Volatility
April 24 th
- Give an update on market changes and other economic news
- PCIA specialists will be responding to questions commonly asked as we battle through the effects of COVID-19
- Respond to the question "What should I do now?"
Market Update: Making Sense of This Week’s Market and Economic News
April 30 th
- Focus on the importance of making good long-term decisions during challenging times that tend to shift the focus to short-term needs
Market Update: Making Sense of This Week’s Market and Economic Volatility
May 7 th
- This particular webinar responds to questions relating to Coronavirus-related distributions, market movements, and states' approaches for returning to work
Market Update: Making Sense of This Week's Market and Economic News
May 14 th
- Addresses the notion that "Hope is not an investment strategy"
Market Update: Making Sense of This Week's Market and Economic News
May 21 st
- Addresses the notion that "Hope is not a financial plan"
Market Update: Making Sense of This Week's Market and Economic News
June 4 th
- May recap and look ahead to the implications of the economy and society "opening up"
Rather to meet
one-on-one?
Schedule a meeting with one of our team to create your financial strategy today.
