Events

Join us for an engaging session on private equity investing, designed for those new to the asset class or for those looking to deepen their foundational knowledge. We’ll cover the basics of private equity, including how it works, key benefits and risks, and its role in diversified investment strategies. Led by Sofia Rivas from Neuberger Berman, this webinar is your gateway to understanding the fundamentals of this alternative asset class.

Understand how private companies differ from publicly traded companies, and how these investments can enhance portfolio diversification to improve risk adjusted returns.

Learn how Private Equity funds operate and how they structure investments.

Financial Advisor Anthony Minero will host and moderate this complimentary webinar.

Financial Advisor Anthony Minero will host and moderate this complimentary webinar.

Ryan Sullivan, Vice President and Managing Director, Applied Insights with Hartford Funds, will present: Family Money Talks

In affluent families, wealth sometimes transfers without all the wisdom that goes along with it. This can leave the next generation unprepared to manage it responsibly.

In this interactive workshop, we’ll use the family money talks approach to hold an engaging and productive conversation about wealth, without discussing assets.

We encourage joining the webinar with a spouse or loved one, so that you can practice in real time how to have a family money talk. You will be guided through each step of the process, with time allotted for practice and for any questions you may have.

Kickoff 2025 with an in-depth look at the key trends shaping the markets in the first quarter. Join us as David Plotkin from John Hancock shares his expert insights on the economic landscape, market opportunities, and potential challenges ahead. Financial Advisor Anthony Minero will host and moderate this complimentary webinar about market intelligence with David Plotkin, Senior Vice President, and Business Consultant at John Hancock.

Financial Advisor AnthonyMinero will host and moderate this complimentary webinar.

Cory Colnon, Vice President External Client Advisor, with J.P. Morgan Asset Management, will present 2024 Election Presentation

2024 Election Presentation: “Economic and market update highlighting the major themes and concerns impacting investors,with a focus on the election year.”

To register for the webinar please click here

Financial Advisor Anthony Minero will host and moderate this complimentary webinar.

James Anania, Investment Strategist, with Invesco, will present: The Truth About U.S. Government Debt

The Truth About U.S. Government Debt: “The US debt now stands at more than $33 trillion, representing 122% of the US gross domestic product. It’s risen significantly in recent years, with more than $20trillion in new debt added in the past 14 years. How concerned should Americans be?”