Learn about quarterly zoom meetings and other events coming up!
Jan 21 2025 @ 4pm: Quarterly Webinar : Predictions are Hard, Especially About The Future
Watch the Replay of the January 21st, 2026 Webinar with Peter Havens and Richard May.
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.