Upcoming events

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.

InterGen Insights: Monthly Livestream

Tuesday, February 4 
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.

InterGen Insights: Monthly Livestream

Helping you navigate the financial landscape

Livestream: Tuesday, January 14 with Brandy Risheill & 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.

InterGen Insights: Monthly Livestream

Helping you navigate the financial landscape

Tuesday, December 10 with Tim Van Simaeys

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.

Retain Your Brain: Lunch & Learn

How to age-proof your brain

Your most valuable asset isn’t your stock or bond portfolio. It’s your health. That’s why it’s more important than ever to safeguard your brain health as you age.

Join us for an informative lunch and learn with Brian Briggs, Managing Director at Hartford Funds, as he discusses important steps you can take to protect your brain that will optimize your brain health today and tomorrow.

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

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.

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.

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