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=SG5wcUtJbUJ2dDdvSklBRyt4dDJ5dz09 Presented by: Linda A. Duessel, CFA, CPA, CFP Senior Vice President at Federated Hermes Hosted […]
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: […]
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! […]
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.
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 […]
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 […]
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 […]
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=NXEzZkdJTXNDbHJ3VVJLT3JJcGpQZz09 Please RSVP: […]
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, […]
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=TkEySUJUd2xrMU43Zzc1blNEazBnZz09 Please RSVP: Deb Pica at 732-359-3838 or debrap@icgnext.com BlackRock may have sponsored this seminar by paying for […]
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 […]
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 […]