
Client Classroom
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:

Ways to Maximize Retirement Income Explained in 5 Minutes | Part 2
Part 2 of our 3 part series about different ways on how you can maximize your retirement income will explain the "Bucket Approach"!
Is this the right plan for you? Watch to find out!
6:17 minutes

Ways to Maximize Retirement Income Explained in 5 Minutes | Part 1
In this 3 part series, we'll dive into different ways on how you can maximize your retirement income. This video will explain the "Structured Systematic Withdrawal" in under 5 minutes.
Is this the right plan for you? Watch to find out!
4:54 minutes

All You Need to Know About Annuities w/ Income Riders
You may have heard the good (and the bad) about annuities, but have you heard about annuities with income riders? If not, this Client Classroom is for you!
Join managing director John Caserta as he teaches what you need to know about these types of annuities.
5:53 minutes

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!
3:42 minutes

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!
4:11 minutes

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!
5:50 minutes

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/
18:17 minutes

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!
49:04 minutes

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!
34:16 minutes

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!
36:33 minutes

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.
38:39 minutes

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.
35:09 minutes