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Upcoming Events

Gifting to children and grandchildren

How can you leverage tax-free gifts into substantial nest eggs for kids and grandkids? Join us for a discussion on tax-free gifting.

If you want to start the young people in your high net worth family on the right track toward financial security, there is no better way than through a short-term gifting program that leverages time. Join us at this virtual roundtable to discuss Julie Jason’s “MarketMath™” program.


Are you ready for retirement?

Retirement is one of those major life transitions that you have to "do right" the first time; you are not going to start another 30-40 year long career. The decision-making that goes into a retirement investment strategy is multifaceted and, depending on personal circumstances, can be complicated. In this roundtable, we'll discuss why your investment-thinking needs to change to address life as a retiree. The key to a secure and successful retirement is understanding and avoiding mistakes and missed opportunities.


Women and Financial Security: Wives, Widows and Ex-Wives

Are you in the dark when it comes to your family finances?  Do you need to start fresh after a divorce or are you feeling uncertain that you will have enough money for retirement?  If so, you are not alone.  An alarming majority (seven out of 10 women) say financial information is hard to understand.  Perhaps this is one of the reasons why women prefer to learn in a "non-intimidating environment with other women” (The Allianz Women, Money, and Power Study: Empowered and Underserved).  Take this opportunity to meet with Julie Jason, a respected money manager, whose educational programs, books and syndicated column help empower women to make wise decisions.


Gifting to children and grandchildren; Giving to the next generation, educating and mentoring young people

If you want to start the young people in your family on the right track toward financial security, there is no better way than mentoring them through real-life experiences.  One way is to set up a tax-free gifting program that leverages time and creates an attitude of saving and investing. Another is to discuss how financial and estate plans need to be coordinated. Learn the importance of  talking with children about not only their futures, but also yours.  For the charitably inclined, we will also discuss donor advised funds and private foundations.  This session will help you bring younger generations into a conversation that will help prepare them and you as the future unfolds.