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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:

Check back later for upcoming events.

View Previous Webinars

Market Update: Making Sense of All the Volatility

March 18 th

  1. Coronavirus Headlines
  2. Historical Market Analysis
  3. Managing Investment Risk
  4. Looking Ahead

Market Update: Making Sense of All the Volatility

March 20 th

  1. Markets: What we’re seeing now
  2. Markets: What history shows us
  3. Managing Behavior – Looking Ahead

Market Update: Making Sense of All the Volatility

March 25 th

  1. Federal Stimulus
  2. Congressional Stimulus
  3. Market and Portfolio Update
  4. Looking Ahead

Market Update: Making Sense of All the Volatility

March 27 th

  1. Market Updates
    • US passes China and Italy in number of Covid- 19 cases
    • DOW rallies 20% in 3 days
  2. CARES Act Stimulus Package (Coronavirus Aid Relief and Economic Security)
  3. Looking Ahead

Market Update: Making Sense of All the Volatility

April 1 st

  1. The realities of bear markets and recessions
  2. Explored some strategies for making the most of those challenging conditions
  3. 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

  1. Current unemployment numbers and impact on economy
  2. CARES Act’s critical components

Market Update: Making Sense of This Week’s Market Volatility

April 9 th

  1. Summary of all the changes that happened in March
  2. What to expect for the economy going forward
  3. CARES Act and what applies to the individual

Market Update: Making Sense of This Week’s Market Volatility

April 24 th

  1. Give an update on market changes and other economic news
  2. PCIA specialists will be responding to questions commonly asked as we battle through the effects of COVID-19
  3. Respond to the question "What should I do now?"

Market Update: Making Sense of This Week’s Market and Economic News

April 30 th

  1. 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

  1. 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

  1. 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

  1. 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

  1. May recap and look ahead to the implications of the economy and society "opening up"

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