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Securing Your Retirement

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 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:  […]

2022 Market Outlook

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! […]

Behavior Finance: Think Smarter, Not Faster

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

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?

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

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

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

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 […]

J.P. Morgan Half-Year Market Overview 2023

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 […]

2024 Market Outlook

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 […]

Family Love Letter: How Every Family Can Prepare

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 […]

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