Learn about quarterly zoom meetings and other events coming up!
Dec 9th 2025 : The Retirement Crisis and What it Means for You
Watch the replay of our most recent webinar! Join Ben Meck, CPA, Joe Much, CFA, and Matt Civitello as they discuss the current retirement crisis and how it may affect…
October 15th: Who’s Got The Check – Quarterly Webinar
WATCH THE RECORDING OF THE WEBINAR HERE
July 16th 2025: Quarterly Zoom Webinar “Known Unknowns: Unnerving Markets”
Join Peter Havens and Richard K. May as they discuss the “Known Unknowns.” Let’s now direct our attention to some “Known…
April 16th, 2025: 1st Quarter 2025 Webinar- Navigating Market Uncertainty: Not For the Faint Hearted
Rewatch our Quarterly Webinar from April 16th, 2025.
Wednesday, January 22nd 2025: The Road Traveled and Perhaps The Road To Come
Watch Peter H. Havens and Richard K. May as they discuss the quarterly commentary and current events. Watch the recorded event in the video below:
Nov 14th, 2024: Financial Considerations in Choosing a CCRC
Watch the replay of our webinar below:
Oct 31st 2024: 3rd Quarter Zoom Panel: Global Investing In A De-Globalizing World
Peter H. Havens, Chairman of Baldwin Management, LLC and Richard K. May, Managing Director of RKM – A Baldwin Company discuss Global Investing in a De-Globalizing World. In a de-globalizing…
Independent Senior Living and Beyond: What You Need To Know
You are invited to join Richard May and our special guest Bill Garrow – A Continuing Care Retirement Community Counselor, as they discuss everything you need to know about Independent…
At The Halfway Mark. Half Full or Half Empty?
Quarterly Zoom Panel Discussion with Peter Havens and Richard May.