ICG Next

2024 Mid-Year Market Outlook
2024-07-11 16:00 - 17:00 (Asia/Karachi)
Please join us on this Zoom presentation to hear insights on today’s most critical economic and market topics from Dan Braz, Head of Research, State Street Global Advisors.
He will share thoughts on the past 6 months and the current economic landscape, discuss key drivers and trends taking place in the markets, and answer your most pressing questions.
We hope you can attend and look forward to your participation in this important event.
Hosted by: ICG nextDate/Time: Thursday, July 11th at 4:00 pmZoom Link: https://zoom.us/j/97521648636?pwd=[REDACTED]
Please RSVP: Deb Pica at 732-359-3838 or debrap@icgnext.com

Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. ICG next and LPL Financial are separate entities and unaffiliated with State Street Global Advisors.

Artificial Intelligence
2024-05-30 16:00 - 17:00 (Asia/Karachi)
Artificial Intelligence (AI) was once limited to science fiction, but it has become apart of our everyday lives. We use it to unlock our phones with facial recognition and to prevent collisions with automatic braking in cars. Over the years, Artificial Intelligence has gained momentum and is now rapidly advancing. In this webinar, you will learn about the advantages and disadvantages of various investment options.
Presented by: Christopher Gannati, CFA, Global Head of Research atWisdomTree
Hosted by: ICG nextDate/Time: Thursday, May 30thth at 4:00 pmZoom Link: https://zoom.us/j/99395949047?pwd=[REDACTED]
Please RSVP: Deb Pica at 732-359-3838 or debrap@icgnext.com

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
Wisdom Tree may have sponsored this seminar by paying for all or a portion of the associated costs. Neither Wisdom Tree nor any of its subsidiaries are affiliated with ICG next.
ICG next and LPL Financial are separate entities and unaffiliated with Wisdom Tree. All trademarks appearing herein are owners of their respective marks.

Family Love Letter: How Every Family Can Prepare
2024-02-22 16:00 - 17:00 (Asia/Karachi)
Preparing for the inevitable is a tough discussion. It’s one that many people find difficult to have, but by thinking about your desires, making good plans, and sharing them with loved ones, you can take comfort in knowing that your family will be well provided for as much as possible.
Please join us for this Zoom presentation!
Hosted by: ICG next
Date/Time: Thursday, February 22nd at 4:00 pm
Presented by: Gregg Angelillo, Senior Vice President and Senior Advisor Consultant at Neuberger Berman.
Zoom Link: https://zoom.us/j/99637504636?pwd=[REDACTED]
Please RSVP: Deb Pica at 732-359-3838 or debrap@icgnext.com

*Securities offered through LPL Financial, Member FINRA/SIPC.
**ICGnext and LPL Financial are separate entities and unaffiliated with Neuberger Berman. All Trademarks appearing herein are owners of their respective marks.

2024 Market Outlook
2024-01-18 16:00 - 17:00 (Asia/Karachi)
Please join us on this Zoom presentation to hear insights on today’s most critical economic and market topics from Dan Braz, Head of Research, State Street Global Advisors.
He will share thoughts on the current economic landscape, discuss key drivers and trends taking place in the markets, and answer your most pressing questions.
We hope you can attend and look forward to your participation in this important event.
Hosted by: ICG nextDate/Time: Thursday, January 18th at 4:00 pmZoom Link: https://zoom.us/j/94281345191?pwd=[REDACTED]
Please RSVP: Deb Pica at 732-359-3838 or debrap@icgnext.com

Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. ICG next and LPL Financial are separate entities and unaffiliated with State Street Global Advisors.

J.P. Morgan Half-Year Market Overview 2023
2023-07-27 16:00 - 17:00 (America/Halifax)
Please join us on this WebEx to hear insights on today’s most critical economic and market topics from David M. Lebovitz, Executive Director, Global Market Strategist, J.P. Morgan Asset Management Global Market Insights Strategy Team.
Using the most recent edition of J.P. Morgan Asset Management’s Guide to the Markets, David will share thoughts on the current economic landscape and outlook for 2020, discuss key drivers and trends taking place in the markets and answer your most pressing questions.
We hope you can attend and look forward to your participation in this important event.
Hosted by: ICG nextDate/Time: Thursday, July 27th at 4:00 pmZoom Link: https://zoom.us/j/98767985982?pwd=[REDACTED]
Please RSVP: Deb Pica at 732-359-3838 or debrap@icgnext.com
Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors.
ICG next and LPL Financial are separate entities and unaffiliated with JP Morgan Asset Management. All trademarks appearing herein are owners of their respective marks.
Securities and advisory services are offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.

Securing Your Retirement
2023-05-18 16:00 - 17:00 (Asia/Dubai)
Securing Your Retirement
Transforming Social Security into a winning retirement strategy.
Please Join Us for this Zoom Presentation!
Presented by: Jennifer Taboada, Director, Wealth Education Specialist
Hosted by: ICG nextDate/Time: Thursday, May 18th at 4:00 pmZoom Link: https://zoom.us/j/93348403267?pwd=[REDACTED]
Please RSVP: Deb Pica at 732-359-3838 or debrap@icgnext.com
BlackRock may have sponsored this seminar by paying for all or a portion of the associated costs. Neither BlackRock nor any of its subsidiaries are affiliated with ICG next.
ICG next and LPL Financial are separate entities and unaffiliated with BlackRock. All trademarks appearing herein are owners of their respective marks.
Securities and advisory services are offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.

Top IRA Planning Mistakes
2023-03-09 16:00 - 17:00 (America/New_York)
Top IRA Planning Mistakes
Please join us to discuss how you can avoid common IRA planning mistakes investors make. Walk away with a clear and effective plan for pursuing your retirement goals.
Please Join Us for this Zoom Presentation!
Presented by: Doug Orton, Sr.Business Development Strategist at MFS Investment Management
Hosted by: ICG nextDate/Time: Thursday, March 9, 2023 at 4:00 pmZoom Link: https://zoom.us/j/99081851197?pwd=[REDACTED]
Please RSVP: Deb Pica at 732-359-3838 or debrap@icgnext.com

ICG next and LPL Financial are separate entities and unaffiliated with MFS Investment Management. All trademarks appearing herein are owners of their respective marks.
Securities and advisory services offered through LPL Financial, A Registered Investment Advisor Member FINRA/SIPC.

Introduction to Long Term Care
2022-11-17 16:00 - 17:00 (America/New_York)
Introduction to Long Term Care
Learn exactly what Long Term Care is, the popular types, costs and ways to pay for care.
Please Join Us for this Zoom Presentation!
Presented by: Reya Simon, CLTC, External Life Insurance & LTC Specialist at Brighthouse Financial
Hosted by: ICG nextDate/Time: Thursday, November 17, 2022Zoom Link: https://us06web.zoom.us/j/82586882098?pwd=[REDACTED]
Please RSVP: Deb Pica at 732-359-3838 or debrap@icgnext.com
Brighthouse Financial may have sponsored this seminar by paying for all or a portion of the associated costs. Neither Brighthouse Financial nor any of its subsidiaries is affiliated with ICG next.
ICG next and LPL Financial are separate entities and unaffiliated with Brighthouse Financial. All trademarks appearing herein are owners of their respective marks.
Securities and advisory services offered through LPL Financial, A Registered Investment Advisor Member FINRA/SIPC.

What is ESG Investing?
2022-10-27 16:00 - 17:00 (America/New_York)
What is ESG Investing?
ESG refers to three key factors used to measure the sustainability and impact of an investment in a company or business: Environmental, Social and Governance. The world is changing, with environmental and social pressures growing more acute. Look at the latest headlines and you’ll see an array of issues that impact society, the environment, the economy, and your portfolio.
Please Join Us for this Zoom Presentation!
Presented by: Lenore Reiner, Responsible Investing Specialist at Eaton Vance
Hosted by: ICG nextDate/Time: Thursday, October 27, 2022Zoom Link: https://zoom.us/j/99199462584?pwd=[REDACTED]
Please RSVP: Deb Pica at 732-359-3838 or debrap@icgnext.com
Eaton Vance may have sponsored this seminar by paying for all or a portion of the associated costs. Neither Eaton Vance nor any of its subsidiaries is affiliated with ICG next.
ICG next and LPL Financial are separate entities and unaffiliated with Eaton Vance. All trademarks appearing herein are owners of their respective marks.
Securities and advisory services offered through LPL Financial, A Registered Investment Advisor Member FINRA/SIPC.

Planning for Healthcare Costs in Retirement
2022-09-22 16:00 - 17:00 UTC
Planning for Healthcare Costs in Retirement
Most of us look forward to retirement as a time to shift gears, worry less, and enjoy a slower pace of life. But that rosy picture can quickly change and include some sticker shock as retirement nears, especially when it comes to paying for healthcare. Are you prepared?
Please Join Us for this Zoom Presentation!
Presented by: Julia Fuentes, WMS, Advisor Offer Owner at Vanguard
Hosted by: ICG nextDate/Time: Thursday, September 22, 2022Zoom Link: https://us06web.zoom.us/j/83073954305?pwd=[REDACTED]
Please RSVP: Deb Pica at 732-359-3838 or debrap@icgnext.com
*Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. ICGnext and LPL Financial are separate entities and unaffiliated with Vanguard.

Behavior Finance: Think Smarter, Not Faster
2022-06-23 16:00 - 17:00 UTC
Think Smarter, Not Faster
7 Steps to Better Decision Making Through Behavioral Finance
Nothing rattles investors’ confidence like unexpected market volatility. As a wayOf framing dispassionate investment decisions as a more prudent way to plan forthe future, behavioral finance can help build consistent and holistic financial plans.
Please Join Us!
Presented by: AnnMarie Woods, Regional Vice President at Guggenheim Investments
Hosted by: ICG nextDate/Time: Thursday, June 23, 2022Zoom Link: https://us06web.zoom.us/j/86400443112?pwd=[REDACTED]
Please RSVP: Deb Pica at 732-359-3838 or debrap@icgnext.com
*Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. ICGnext and LPL Financial are separate entities and unaffiliated with Guggenheim Investments.

Share Your Love Family Discussion Guide - Zoom Presentation
2022-02-17 16:00 - 17:00 (America/New_York) | Online
Please join us Thursday, February 17, 2022 at 4:00 pm for the “Share Your Love Family Discussion Family Guide” webinar. This webinar is intended to help initiate an open, thoughtful dialogue with your family as you plan for your future and how to honor your final requests.

2022 Market Outlook
2022-01-20 16:00 - 17:00 (America/New_York)
Please join us on this Zoom presentation to hear insights on today’s most critical economic and market topics from Lauren Goodwin, CFA, Portfolio Strategist, New York Life Investments. She will share thoughts on the current economic landscape and discuss key drivers and trends taking place in the markets and answer your most pressing questions.
Join us!
Date: January 20, 2022
Time: 4:00 – 5:00 p.m.
Hosted by: ICGnext
Please click link below:
https://nylife.zoom.us/j/99348851452?pwd=[REDACTED]
RSVP: Deb Pica at 732-359-3838 or debrap@icgnext.com
*Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. ICGnext and LPL Financial are separate entities and unaffiliated with New York Life Investments.

Securing Your Retirement
2021-11-18 16:00 - 17:00 (America/New_York) | Online
PLEASE JOIN US FOR THIS ZOOM PRESENTATION:
SECURING YOUR RETIREMENT
Transforming Social Security into a Winning Retirement Strategy
As you approach retirement, it is more important than ever
to understand the role that Social Security benefits can
and should play in your overall retirement income plan.
Thursday, November 18, 2021 @ 4:00 pm
Presented by:
Jen Tabuada
Vice President, Retirement
Specialist/Social Security Consultant/BlackRock
Hosted By: ICGnext
Join us for an overview of:
• How Social Security benefits work for you and your spouse
• When and how to start receiving Social Security benefits
• Opportunities to increase your benefits throughout retirement
Please join Zoom:
https://zoom.us/j/98061861013?pwd=[REDACTED]
Please RSVP to: Deb Pica at 732-359-3838 or debrap@icgnext.com

Behavioral Finance: How Our Humanness Affects Investment Returns
2021-10-21 16:00 - 17:00 (America/New_York) | Online
Please join us for this presentation on Behavioral Finance and why this topic is so important to one’s financial future.
Thursday, October 21, 2021 at 4:00 p.m.
Please RSVP to: Deb Pica at 732-359-3838 or debrap@icgnext.com
Join Zoom Meeting:
https://zoom.us/j/95879054748?pwd=[REDACTED]
Presented by:
Linda A. Duessel, CFA, CPA, CFP
Senior Vice President at Federated Hermes
Hosted by:
ICGnext
*Securities offered through LPL Financial, Member FINRA/SIPC
**ICGnext and LPL Financial are separate entities and unaffiliated with Federated Hermes. All Trademarks appearing herein are owners of their respective marks.

10 Myths About College Savings Plans
2021-09-23 16:00 - 17:00 (America/New_York) | Online
John Hancock Presents:
10 Myths About College Savings Plans
Know the facts about investing in your child’s/grandchild’s 529 Plan.
Please join us for this presentation!
Hosted by: ICGnext
Presented by: Brendan Burke, CRPC, Internal Business Consultant
Time: Thursday, September 23, 2021 at 4:00 PM
RSVP: Deb Pica at 732-359-3838 or debrap@icgnext.com
Join Zoom Meeting
https://zoom.us/j/93438159616?pwd=[REDACTED]
John Hancock Investment Management may have sponsored this seminar by paying for all or a portion of the associated costs.
Neither John Hancock nor any of its subsidiaries is affiliated with ICGnext.
ICGnext and LPL Financial are separate entities and unaffiliated with John Hancock Investment Management.
All trademarks appearing herein are owners of their respective marks.
Securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC

Planning for Healthcare in Retirement
2021-08-19 16:00 - 17:00 (America/New_York) | Online
Most of us look forward to retirement as a time to shift gears, worry less, and enjoy a slower pace of life. But that rosy picture can quickly change and include some sticker shock as retirement nears, especially when it comes to paying for health care. Are you prepared?
Please join us for this Zoom Presentation: Thursday, August 19, 2021 at 4:00 p.m. EDT
https://zoom.us/j/91474367922?pwd=[REDACTED]
Presented by:
Brian Roach
Regional Director
Fidelity Investments
Hosted by:
ICGnext

*Securities offered through LPL Financial, Member FINRA/SIPC
**ICGnext and LPL Financial are separate entities and unaffiliated with Fidelity Investments. All trademarks appearing herein are owners of their respective marks.

J.P. Morgan Half Year Market Overview 2021
2021-07-22 12:00 - 13:00 (America/New_York) | Online
Please join us on Zoom to hear insights on today’s most critical economic and market topics from David M. Lebovitz, Executive Director, Global Market Strategist, J.P. Morgan Asset Management Global Market Insights Strategy Team. He will use the most recent edition of J.P. Morgan Asset Management’s Guide to the Markets, David will share thoughts on the current economic landscape and outlook for 2020, discuss key drivers and trends taking place in the markets and answer your most pressing questions. We hope you can attend and look forward to your participation at this important event.
Regards, ICGnext
David M. Lebovitz
Executive Director, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. In this role, David is responsible for delivering timely market and economic insights to clients across the country. David helped build the Market Insights program in the United Kingdom and Europe, has appeared on both Bloomberg TV and CNBC, and is often quoted in the financial press. David first joined J.P. Morgan in 2010. Prior to joining the firm, he was a Research Analyst at Kobren Insight Management. David obtained a B.A. in Political Science and Philosophy, with a concentration in Leadership Studies, from Williams College in 2009. He earned a dual-MBA degree from Columbia University and London Business School in 2015.
Join Zoom Meeting
https://zoom.us/j/96757712753?pwd=[REDACTED]

BRAINWORKS BOOST - YOUR BRAIN POWER
2021-06-17 12:00 - 13:00 (America/New_York) | Online
As we age, our body and brain functioning naturally declines. But with proper training, we can prevent,
or at least postpone, its deterioration.
Our brain is radically adaptable if we train it appropriately, like we do our bodies. This workshop
provides the critical components of brain health and training, as well as a personalized program that can
be applied to your everyday life.
Speaker:
Lindsay Troxell
Director, Knowledge Labs Professional Development at Janus Henderson
Investors. In this role, she works with the Professional Development Team
and provides extensive consulting, training and practice management
expertise to financial professionals. Ms. Troxell is a sough-after coach and
keynote speaker. She leverages her experience as a Financial Advisor, G2 firm
leader and executive management consultant to bring insight and intentional disruption ideas to clients, enabling them to differentiate themselves and better serve investors.
Ms. Troxell earned a BBA degree in entrepreneurship and organizational development from Babson College. She has 14 years of experience in practice management, training, consulting and coaching, and 28 years of financial industry experience.
FOR MORE INFORMATION, PLEASE VISIT JANUSHENDERSON.COM
Knowledge Labs® programs are for information purposes only. There is no guarantee that the information supplied is accurate, complete or timely, nor is there and warranty with regards to the results obtained from its use.
Janus Henderson, Knowledge Labs and Knowledge. Shared are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc.
ICGnext and LPL Financial are separate entities and unaffiliated with Janus Henderson Investors. All trademarks appearing herein are owners of their respective marks.
Securities offered through LPL Financial, Member FINRA/SIPC
PLEASE JOIN US FOR THIS VIRTUAL PRESENTATION:
Join Zoom Meeting
https://zoom.us/j/99516807057?pwd=[REDACTED]

Transitioning to Medicare
2021-05-20 16:00 - 17:00 (America/New_York) | Online
How health insurance works after you leave your job

Baby Boomers are asking:
• When do I sign up for Medicare?
• How do I sign up for Medicare?
• How does Medicare work with the insurance I’ve already got?
• What happens to my insurance when I retire?
• What can I expect to pay for my healthcare down the line?
Attend if:
• You are age 60 and over.
• You are concerned about retirement health care expenses.
• You plan to take Medicare soon.
• You are not clear on how your existing insurance works with
Medicare.
• You are ready to start planning.
In this half hour presentation, you’ll learn:
• How Medicare coordinates with other forms of insurance, like group
health plans and Cobra.
• Who needs to enroll in Medicare and when?
• How to enroll in Medicare?
• How to effectively transition to Medicare, while keeping all the
deadlines in mind.

Presented by:
Lou Tumolo
Sales Director
Mutual of Omaha Advisors
HOSTED BY:
ICGnext
*ICGnext and LPL Financial are separate entities and unaffiliated with
Mutual of Omaha Advisors. All trademarks appearing herein are owners of
their respective marks.I
Join Zoom Meeting
https://zoom.us/j/91894278738?pwd=[REDACTED]

Protecting Your Data: Aware and Prepared Seminar
2021-04-22 16:00 - 17:00 (America/New_York) | Online
Scammers use clever techniques to steal personal information. Join me for a seminar that can help you recognize scams and learn some industry best practices for helping you protect yourself, your family and your finances.
Hosted by: ICGnext
Presented by: Sheridan Culhane, Business Development Associate, MFS

MFS Fund Distributors, Inc. may have sponsored this seminar by paying for all or a portion of the associated costs. Neither MFS® nor any of its subsidiaries is affiliated with ICGnext. ICGnext and LPL Financial are separate entities and unaffiliated with MFS. All trademarks appearing herein are owners of their respective marks. Securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.
Join Zoom Meeting
https://zoom.us/j/94803077972?pwd=[REDACTED]

Social Security for Women
2021-03-25 12:00 - 13:00 (America/New_York) | Online
What every woman needs to know
Please join us for this virtual presentation to hear speaker Brian Doherty, President and CEO at Filtech, speak about Social Security and its impact on women.
Brian will talk about the financial challenges women still face today, such as, earning power, career interruptions and living longer. He is an excellent speaker who can help navigate and maximize women’s Social Security potential.
We hope you can attend and look forward to your participation at this important event.
Regards,
ICGnext

Brian Doherty
President and CEO, Filtech
Brian is the author of the critically acclaimed and award-winning book, “Getting Paid to Wait – Bigger Social Security Benefits the Simple and Easy Way.” His book received the International Book Award as the best book in 2015 in the Business/Personal Finance category. It also received the Eric Hoffer award as one of the best business books in 2015. He has been interviewed and written articles that have appeared in various national media publications, including Forbes, Huffington Post, U S News, Newsday, Investment News and the Retirement Income Journal. Brian is a nationally recognized expert on Social Security and a frequent speaker and media commentator on this topic. He has more than 30 years of experience in the financial services industry, and is President of Filtech, a consulting company specializing in Social Security claiming strategies that helps retirees maximize their Social Security income.
Brian’s background includes high-level executive management positions at several Fortune 500 financial services companies, including President and CEO of Key Bank’s investment subsidiary, Key Investments, and National Sales Manager for New York Life’s retirement income security division. Mr. Doherty is a sought-after Public Speaker and has been a featured speaker for Merrill Lynch, Morgan Stanley, Wells Fargo, UBS, Citibank, New York Life and numerous other Financial Institutions. He received his MBA in Finance from Syracuse University and BS in Accounting from Elmira College.
Securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.

Raising Resilient Children & Young Adults - Join us!
2021-02-25 16:00 - 17:00 (America/New_York) | Online
Thriving Amid Adversity
Our world has gone through an incredibly challenging and difficult time. Unfortunately, we know life will continue to bring adversity into our lives. As parents we teach our children many skills, yet resiliency is seldom one of them. Studies have shown those who are able to embrace, and harness resiliency will be the ones to not only survive but continue to thrive no matter the challenge ahead. Join us as Dr. Elko shares with you the key components to teaching resiliency and thereby laying a foundation of success for your children’s futures.
Key Takeaways from the Presentation:

The definition of resiliency
Encourage yourself and develop your own resiliency
The difference between Praise and Encouragement for your child(ren)

About the Speaker:
Dr. Kevin Elko, is a best-selling author and renowned sports psychologist. He has worked with various NFL teams including the Philadelphia Eagles, Dallas Cowboys, Pittsburgh Steelers, Miami Dolphins and New Orleans Saints as well as seven BCS National Championship Football Teams including University of Miami, L.S.U, University of Alabama and Florida State University. Dr. Elko is the author of four books: Nerves of Steel, The Pep Talk, True Greatness: Mastering the Inner Game of Business Success, and Touchdown: Achieving Your Greatness on the Playing Field of Business and Life
Online Zoom:
Place: Zoom (Link)
Meeting ID: 943 3649 3939
Passcode: [REDACTED]
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. ICGnext and LPL Financial are separate entities and unaffiliated with New York Life Investments
***The views expressed herein are from Dr. Kevin Elko and do not necessarily reflect the views of New York Life Investment Management LLC or its affiliates. Dr. Elko is not affiliated with New York Life Investment Management LLC. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
