Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Long Term Care Webinar
A discussion on the importance of Long-Term Care and how it can help you to continue living independently and safely in the latter portion of your life. The discussion will be facilitated by Michael Vergari, Financial Advisor with the Lagana Wealth Advisory Group and Al Sorichetti, Nationwide Life Brokerage Team and Kevin Taylor, Highland Capital.
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?