Webinars

Making the Most of Medicare

Hosted by John B. Steiger AIF®, CFP® and Michael W. Schiavi, CFP®, CPFA™

Featured Guest Speaker: Graham Kimmerer, representing MFS Investments

Tuesday, October 3, 2023

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Medicare is complex and can have an impact on your retirement. This webinar addresses Medicare coverage, costs, the major components of Medicare and what to consider.

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Social Security - Preparing for Retirement

Hosted by John B. Steiger AIF®, CFP® and Michael W. Schiavi, CFP®, CPFA™

Featured Guest Speaker: Karen Ireland CFP® ,representing MFS Investments

Monday, December 5, 2022

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This webinar addresses some of the important considerations when claiming Social Security.  

• How retirement benefits are calculated

• Options for married couples and divorcees

• Taxes and your retirement plan

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FOUNDATIONAL FINANCIAL PLANNING

hosted by John B. Steiger AIF®, CFP® and Michael W. Schiavi, CFP®, CPFA™

Tuesday, June 28, 2022 

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This webinar is perfect for those who need to get started with a plan and for parents who are interested in resources to help their kids be smart about money. We will cover the basics of cash flow management, debt management, building an emergency fund, strategies for your 401(k) and IRA savings, and getting started in investing.

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• Learn how to better plan and create goals for your future

• Know how much to have in an emergency savings account

• Cash flow and expense management 

• Understanding the basics of investing

• Best ways to save for retirement

• When to purchase a home and type of mortgage

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A History of Money and Investing:  From Barter to Bitcoin

Featured Guest Speaker: Sam McDermott, representing MFS

​Thursday, February 10. 2022

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• History of money and investing from barter to bitcoin.

• Explore the history and future of money, how bitcoin and other cryptocurrencies work and the difference between investing and speculation

• This webinar is for people interested in understanding more about crypto and how it came to be

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