Upcoming events

InterGen Insights: Monthly Livestream

Tuesday, August 5
Hosts: Shaun Nicholson & Josh Pfeiffer

Tune in to our monthly livestream!
Each month one of our financial advisors on the team will go live and give you the inside scoop.

Stay ahead of the curve and gain valuable insights into the current market trends, economic forecasts and key questions that are on investors minds.

Livestream will not allow for questions and will not be recorded.

Health Care and Your Retirement: Lunch & Learn

Understand your options. Prepare with confidence.

How prepared are you for the health care costs that come with retirement? While Medicare provides a foundational layer of coverage, navigating its complexities and understanding what it doesn’t cover can be daunting.

Join us for a Lunch and Learn session, where our expert speaker will guide you through the essential considerations for managing health care expenses in retirement. From understanding Medicare enrollment and coverage options to planning for long-term care and income-related premium adjustments, this session will equip you with the knowledge to make confident, informed decisions about your future.

Lunch will be provided by Vanguard for those attending in-person.

Seminar held in office and virtually on Microsoft Teams. Register below to receive Teams link.

InterGen Insights: Monthly Livestream

Tuesday, July 1
Hosts: Brandy Risheill & Joshua Pfeiffer

Tune in to our monthly livestream!
Each month one of our financial advisors on the team will go live and give you the inside scoop.

Stay ahead of the curve and gain valuable insights into the current market trends, economic forecasts and key questions that are on investors minds.

Livestream will not allow for questions and will not be recorded.

Artificial Intelligence: Lunch & Learn

Exploring Opportunities and Risks

How can artificial intelligence transform your everyday life? While it may seem straightforward, understanding and leveraging AI can be surprisingly complex.

Join us for an informative Lunch and Learn, led by Terrance Pettorini, to explore the key opportunities and risks associated with AI. Discover how AI can automate repetitive tasks, improve health care through personalized treatment recommendations, and enhance your daily experiences with innovative solutions.

Complimentary lunch will be served for those attending in office.

This lunch and learn will be held in office and virtually on zoom. Register below to receive zoom link.

InterGen Insights: Monthly Livestream

Tuesday, June 3
Hosts: Timothy Van Simaeys & Joshua Pfeiffer

Tune in to our monthly livestream!
Each month one of our financial advisors on the team will go live and give you the inside scoop.

Stay ahead of the curve and gain valuable insights into the current market trends, economic forecasts and key questions that are on investors minds.

Livestream will not allow for questions and will not be recorded.

InterGen Insights: Monthly Livestream

Tuesday, May 13
Hosts: David Prevo & Joshua Pfeiffer

Tune in to our monthly livestream!
Each month one of our financial advisors on the team will go live and give you the inside scoop.

Stay ahead of the curve and gain valuable insights into the current market trends, economic forecasts and key questions that are on investors minds.

Livestream will not allow for questions and will not be recorded.

Social Security: Lunch & Learn

When should you start receiving benefits?

What is the best way to receive your Social Security benefits? Compared with other retirement planning considerations, choosing how to take Social Security may seem like an easy decision. In fact, it can be surprisingly complex—and highly personal.

Join us for an informative seminar, led by Adam Peach, CFA® from Capital Group, to learn key considerations as you approach retirement and simple steps that can help maximize your benefits.

Complimentary lunch provided by Capital Group will be served for those attending in office.

InterGen Insights: Monthly Livestream

Tuesday, April 1
Host: James Hyland & Josh Pfeiffer

Tune in to our monthly livestream!
Each month one of our financial advisors on the team will go live and give you the inside scoop.

Stay ahead of the curve and gain valuable insights into the current market trends, economic forecasts and key questions that are on investors minds.

Livestream will not allow for questions and will not be recorded.

Women and Wealth: Pop-up Virtual Lunch & Learn

Find your financial confidence at any age 

Today, 85% of women take charge of the day-to-day expenses, yet only 23% take charge of long-term financial decisions. Why is that?

Join us for a pop-up virtual lunch and learn led by Marquette Payton from Janus Henderson who will explore the changing financial lives of women and the concerns they share about money management and investing with confidence.

InterGen Insights: Monthly Livestream

Tuesday, March 4 
Hosts: Daniel Christie & Josh Pfeiffer

Tune in to our monthly livestream!
Each month one of our financial advisors on the team will go live and give you the inside scoop.

Stay ahead of the curve and gain valuable insights into the current market trends, economic forecasts and key questions that are on investors minds.

Livestream will not allow for questions and will not be recorded.

Tax Planning: Lunch & Learn

Maximize your impact through key strategies

Join us for a lunch and learn on the importance of tax planning and learn what key strategies can help make all the difference. Get all your tax questions answered just in time for tax season!

Our guest speaker, Lance Bradstreet, Business Accountant and Tax Consultant from Bradstreet & Company, will cover everything from the benefits of dividend income to understanding capital gains and taxation in retirement.

Complimentary lunch will be served for those attending in office.
This lunch and learn is held in office and virtually on Microsoft Teams. Register below to receive the link.