Upcoming events

InterGen Insights: Monthly Livestream

Helping you navigate the financial landscape

Tuesday, November 5 with Brandy Risheill & Josh Pfeiffer

We invite you to join us for an exclusive monthly livestream where one of our seasoned financial advisors discuss the latest market trends, economic forecasts and key questions that are on investors minds.

Mark your calendars! Don't miss this opportunity to stay informed as we delve into the world of finance.

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

Stay Cyber Safe: Lunch & Learn

Is your personal information secure?
Make yourself a difficult target for cybercriminals

For many people, oversight of meaningful controls around their digital day-to-day life could contribute to them being targeted by financially motivated cybercriminals.

Join us for an important and information lunch and learn with David McSweeney, Vice President of Client Assurance for Fidelity Investment’s Information Security Office in the Enterprise Cybersecurity Group.

With extensive experience in this area, David will share ideas to help clients make themselves a harder target, discuss the current cyber fraud threat landscape and focus on what clients can do to better protect themselves from cyberthreats

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 the zoom link.

InterGen Insights: Monthly Livestream

Helping you navigate the financial landscape

Livestream: Tuesday, October 1 with Shaun Nicholson

We invite you to join us for an exclusive monthly livestream where one of our seasoned financial advisors discuss the latest market trends, economic forecasts and key questions that are on investors minds.

Mark your calendars! Don't miss this opportunity to stay informed as we delve into the world of finance.

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

InterGen Insights: Monthly Livestream

Helping you navigate the financial landscape

Livestream: Tuesday, September 10 with Dave Prevo

We invite you to join us for an exclusive monthly livestream where one of our seasoned financial advisors discuss the latest market trends, economic forecasts and key questions that are on investors minds.

Mark your calendars! Don't miss this opportunity to stay informed as we delve into the world of finance.

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

Estate Planning: Lunch & Learn

Your life. Your legacy.
How do you want to be remembered?

A properly structured estate planning strategy can help you enjoy the benefits of your success today while providing for the people and causes you care about in the future.

Join us for a lunch and learn with local Estate Planning Attorney, Kristina Rainer. She will outline the core elements of an estate plan and explore how to reduce your taxable estate, protect assets and use trusts to achieve your legacy goals.

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 the zoom link.

InterGen Insights: Monthly Livestream

Helping you navigate the financial landscape

Livestream: Tuesday, August 6 with Daniel Christie

We invite you to join us for an exclusive monthly livestream where one of our seasoned financial advisors discuss the latest market trends, economic forecasts and key questions that are on investors minds.

Mark your calendars! Don't miss this opportunity to stay informed as we delve into the world of finance.

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

Long-Term Care: Lunch & Learn

Develop a plan for Long-Term Care
Preserve your retirement and legacy

Join us for an informative lunch and learn on long-term care. Our guest speaker, Ben Hatch with MoneyGuard, will address how to develop a plan should you, your spouse or an elderly dependent face an extended illness.

We will discuss how long-term care strategies and various funding options can help ease your concerns for maintaining your retirement lifestyle and safeguarding the assets you wish to pass on to the next generation.

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

Helping you navigate the financial landscape

Livestream: Tuesday, July 2 with Jim Hyland

We invite you to join us for an exclusive monthly livestream where one of our seasoned financial advisors discuss the latest market trends, economic forecasts and key questions that are on investors minds.

Mark your calendars! Don't miss this opportunity to stay informed as we delve into the world of finance.

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

Washington Update: Lunch & Learn

What's next on the road ahead?

Get behind the latest updates from Washington with Elizabeth Varley, the representative of federal legislative and regulatory interests at Colombia Threadneedle. Listen as she guides us down the road of this election year to see what trends are emerging and what to watch out for in the months to come.

This lunch and learn will be held via zoom only 

Lunch & Learn - Savings Plans

Unlock a world of possibilities with a savings plan

Saving for an education makes sense wherever you are in life. Whether you have toddlers, teenagers, grandchildren — or even higher education in mind for yourself — one thing is certain: A college education is one of the most significant investments you and your family will make.

Join Adam Peach, Vice President at Capital Group as he separates fact from fiction and helps to clear up any misconceptions about college savings plans.

Complimentary lunch will be served for those attending in office. Seating is limited.