An exclusive series of classes designed to educate and empower our clients on all-things-money. Our advisors will lead in-depth discussions on a variety of personal finance topics and invite industry leaders to give commentary and answer your questions directly*.
Would you like to attend our next LIVE Client Classroom? Fill out the form below to be added to the invite list and get the password to watch previous sessions:
How to Increase Income in Retirement
In this Client Classroom, we have Managing Director John Caserta discussing the research behind having more than just investment portfolios to fund your retirement income. No matter where you are in your retirement, this Client Classroom is a good watch for you!
The 3 Phases of Your Economic Life
As life happens, you tend to go through different phases and changes that make you who you are. But did you also know that there are 3 major phases of your economic life? They're often referred to as Accumulation, Distribution, and Preservation.
Curious as to what those might mean? Watch managing director John Caserta explain them in this edition of our Client Classroom!
Whole Life Insurance Explained
Life insurance is a pretty big deal. It’s about building a sound financial future. Are you looking to protect your family, start a business, or buy a home? Life insurance can help you do all of these things and more, but it's vital to understand what it can do for you with its death and living benefits. Watch this Client Classroom to learn all about Whole Life Insurance!
Mortgages 101: Everything You Need to Know About Mortgages in 2022
Join us for our June Client Classroom as managing director John Caserta and mortgage specialist Brian Coughlin sit down to discuss the mortgage market, timing when buying a house, reverse mortgages, and more!
Reach out to Brian here: https://www.askbriantoday.com/
Market Commentary With Morningstar
Join our team alongside portfolio specialist Carolyn Szaflik from Morningstar for market commentary, as well as a chance to answer some of your questions on the topic!
3 Retirement Strategies & How to Pick the Right One for You
Join Managing Director John Caserta alongside our advisors Nathalie Edeen and Amy Crookshank as they explore retirement risks and strategies and what option (or options) might be best for you!
Social Security Benefits
In this Client Classroom, we talk about information on Social Security Benefits.
Whether you need help deciding when to retire or are ready to start the next chapter in your life, we're here for you. Join our team alongside Michael Bitton and Kristen McGarry from Pacific Life to talk about this topic!
Basic Estate Planning
In this Client Classroom, we talk about information on estate planning. We will go into detail about the basics, as well as where to start and management. We are joined by attorney Amanda Gilbert-Largent.
Year in Review, Year Looking Forward (2021-2022)
Stay up to date with 2021 in review and what to look forward to in 2022 with John and Morningstar representatives Brett Greenspan and Brad Murphy.
Alternatives to Traditional Long-Term Care Insurance
Join John as he welcomes Rex Cretella - senior partner at Northeast Brokerage – to discuss the current state of the long-term care industry and how consumers can protect themselves with alternative strategies.
Creating Retirement Income with Life Insurance
Join the discussion with James Pierce and John to learn how to create retirement income with life insurance using these strategies.
Learn how to utilize the full potential that eMoney has to offer. We will review how to navigate the site, the advanced planning options that are available, and how we as advisors use the tool to help you understand the financial impact your decisions may have on your plan.