Learn about quarterly zoom meetings and other events coming up!
*Replay* February 12 2026 Webinar Series: Retirement Ready Episode 2 of 6 | A Retirement Odyssey
Watch the replay of episode two of our six part Retirement Ready series: “A Retirement Odyssey.” Hosted by: Ben Meck CPA, CFP, Joe Much CFA, and Matt Civitello.
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 Webinar Series: Retirement Ready
Watch the replay of our most recent webinar! Join Ben Meck, CPA, Joe Much, CFA, and Matt Civitello as they discuss the current state of retirement and how it may…
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.