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Town Hall

Town Hall: Aging Matters

Susy Elder Murphy, BA, CMC, owner of Debra Levy Eldercare Associates, presented about aging issues. These include housing options, care coordination, in-home care, professional referrals, and more.

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2022 Q1 Global Geopolitical Turmoil

After experiencing a very unusual COVID environment over the last 2 years, most investors were hoping for a return to “normal” in 2022. Unfortunately, Russia’s invasion of Ukraine has postponed hopes for a near term return to normal. Although the conflict has caused a tremendous human toll (our thoughts go out to all those impacted), the economic impact is much more subdued.

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Town Hall: 2022 Mortgage & Housing Seminar

Frank Antico, Vice President of NewRez, LLC, a mortgage lending company, presented his annual Mortgage and Housing Update. Frank shared insights and trends from his work in the housing and mortgage markets.

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Town Hall: 2021 Q4 Portfolio Review and Dashboard

Curt Gross, Chief Investment Officer, hosted our Town Hall: 2021 Q4 Quarter Market Summary & Portfolio Review on January 20. Curt will give an update on the markets, economy, FAI portfolios, and answer your questions during the Q&A.

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Town Hall: 2021 Q3 Portfolio Review and Dashboard

Curt Gross, Chief Investment Officer, hosted our Town Hall: 2021 Q3 Quarter Market Summary & Portfolio Review on October 21. Curt will give an update on the markets, economy, FAI portfolios, and answer your questions during the Q&A.

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Town Hall: Medicare Maze

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.

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FAI Monthly Insights