Events

Upcoming Events

Are you a past or present employee of a public company and have questions on how to manage a concentrated stock or stock option position? Please join us for our monthly call series: Planning For Liquidity & Concentrated Equity Risk Management Thursday, February 27th, 2024 at 12pm & 4pm EST.

Learn More Register Here For 12PM Register Here For 4PM

Past Events

Please join us Wednesday, January 10th at 4PM EST for a call with Kevin Simpson Co-founder and Chief Investment Officer of Capital Wealth Planning, LLC.

Learn More Register Here

Please join us Wednesday, November 29th at 4PM EST for a call with Gregg Cohen President of Campus Bound, for a discussion about how to bring down the cost of college regardless of your eligibility for financial aid.

Learn More Register Here

Please join us Wednesday January 10th at 4PM EST for a call with Kevin Simpson Co-founder and Chief Investment Officer of Capital Wealth Planning, https://capitalwealthplanning.com

Learn More Register Here

Please join us Wednesday, November 8th at 4PM EST for a call with Gregg Cohen President of Campus Bound, for a discussion about how to bring down the cost of college regardless of your eligibility for financial aid.

The format of this call will be a discussion between myself and Gregg so we want this to be both informative & interactive. Gregg and I will be available for Q&A. Please register on the link provided above.

Learn More Register Here

Please join us Wednesday, November 1st at 4PM EST for a call with Peter Stoner President and CEO of Stoner & Company, for a discussion regarding Medicare including how it works and when you can enroll.

The format of this call will be a discussion between myself and Peter so we want this to be both informative & interactive. Peter and I will be available for Q&A. Please register on the link provided above. Thank you and we look forward to your participation at this call!

 

Learn More Register Here

In October of 2023, the 10-Year Treasury Bond traded over 5% for the first time since 2007! Back in 2020, it actually traded below 1% for a brief period and a move like this in such a short period of time is breathtaking, to say the least. So, what does this mean for investors? If your goal is income, this could be an opportunity not seen in over a decade.

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Please join us Thursday, October 12th at 4PM EST for a call with Gregg Forger Regional Marketing Director at Lincoln Financial, for a discussion including strategies, including personal pension income and creating tax shelters with wealth transfer.

The format of this call will be a discussion between myself and Gregg so we want this to be both informative & interactive. Gregg and I will be available for Q&A. Please register on the link provided above. Thank you and we look forward to your participation at this call!

 

Learn More Register Here

Please join us Thursday, September 21th at 12PM EST for a call with Peter Stoner President and CEO of Stoner & Company, for a discussion regarding Medicare including how it works and when you can enroll.

The format of this call will be a discussion between myself and Peter so we want this to be both informative & interactive. Peter and I will be available for Q&A. Please register on the link provided above. Thank you and we look forward to your participation at this call!

 

Learn More Register Here

Please join us Thursday, September 21th at 12PM EST for a call with Peter Stoner President and CEO of Stoner & Company, for a discussion regarding Medicare including how it works and when you can enroll.

The format of this call will be a discussion between myself and Peter so we want this to be both informative & interactive. Peter and I will be available for Q&A. Please register on the link provided above. Thank you and we look forward to your participation at this call!

 

Learn More

Artificial intelligence (AI) is making headlines and raising eyebrows once again. Its potential has investors considering the benefits and limits of technology. Could code be written to do all our jobs?

In our March webinar, Chief Investment Officer Larry Adam and other thought leaders pit man against machine to answer the biggest questions about the markets, geopolitics, the Federal Reserve and the impact of AI on our future.

A replay will be available after the call.

 

Please join us for a call with Kevin Simpson Co-founder and Chief Investment Officer of Capital Wealth Plan-ning, LLC. Kevin and I will be discussing Capital Wealth’s look back on 2022, what went right and what went wrong. Most importantly, we will be looking forward in to the investment climate for 2023 and the path to investment success.

Join us for a post election update call with Susan Olson, Vice President– Government Relations at Natixis Investment Managers. Located in Washington, DC, Susan serves as point person for the firm, and helps the firm maintain awareness of the regulatory environment, as well as legislative issues and initiatives.