Webinars & Events

Frank Antico, mortgage loan officer at NewRez, LLC, a mortgage lending company, will be sharing insights and trends from his work in the housing and mortgage markets.

Curt Gross, Chief Investment Officer, will be hosting an end of the quarter webinar to review his Quarterly Investment Commentary and answer your questions.

Once again this year, we’re honored to have Kevin Dougherty join us as an independent insurance agent specializing in Medicare. Although Medicare coverage doesn’t begin until you are 65, there are many choices and decisions to make.

Tracey Peters, CPA. will discuss the recent tax law changes and issues arising from the recently concluded tax season.

Patrick Wynn with Atlantic Data Forensics will be out guest and he will be presenting Being Cyber Secure During COVID-19. Computer hacking has greatly increased during the pandemic and Patrick will explain how to stay safe.

Curt Gross, Chief Investment Officer, will be hosting an end of the quarter webinar to review his Quarterly Investment Commentary and answer your questions.

Dr. Michelle Fritsch will speak to us on health in retirement. A frequent speaker, author, and contributor to national initiatives, she uses her experience to help clients identify goals for healthy living, find the supporting resources, navigate the healthcare system, and map a plan to navigate common pitfalls in retirement. Curt Gross will be available during the question and answer session for your investment related questions.

Kim Natovitz of Tri-Bridge Partners will give us an update on the insurance industry response to the COVID-19 pandemic and the impact on your life, disability and long-term care insurance policies. She will also be answering your questions. Curt Gross will be available during the question and answer session for your investment related questions.