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Event calendar

The Arbor Group Securing Your Retirement: A webinar on Social Security

Grab a comfy chair and your favorite beverage and join us for "Securing your retirement," an enlightening and informative webinar on Social Security!

Guest speakers:
• Michael Frantz
• Danielle Lore, Vice President, Client Education Specialist and Program Manager with BlackRock

Agenda:
Michael Frantz will kick things off with a warm welcome and introduce our star speaker, Danielle Lore.

Danielle Lore will then dive into the fascinating world of Social Security, covering topics such as:
• How Social Security benefits are calculated
• Different strategies for claiming benefits (Choose your adventure wisely!)
• Spousal benefits (Because sharing is caring)
• The solvency of Social Security

Location

Date & time

Speakers

Supporting links

RSVP For Meeting Link and Calendar Invite

03 June, 20254:00 PM - 5:00 PM Pacific
  • Michael Frantz, CFP®
  • Danielle Lore

Zoom Link

Register for this event

The Arbor Group Spring 2025 Economic and Philanthropy Update Webinar

You're invited to The Arbor Group's Spring 2025 Economic and Philanthropy Update Webinar, where the weather isn’t the only thing bringing surprises!

Prepare for a whirlwind of wisdom as our guest speakers tackle the world's mysteries (or at least the economic and philanthropic ones):

• Michael Frantz & Gary Kilbourn: Dishing out the latest on economic and market trends. Will the markets bloom or just keep us sneezing?

• Janell Turner, Managing Director with PHiLA Engaged Giving: Bringing a refreshing take on philanthropy in the era of D.C.-mandated spending cuts.

Join us for an hour of knowledge, laughs, and just enough market banter to impress your friends at the next garden club meeting.

Location

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24 April , 202511:00 AM - 12:00 PM Pacific
  • Michael Frantz, CFP®
  • Gary L. Kilbourn, CIMA®
  • Janell Turner, CSPG, CAP­®

Zoom Link

The Arbor Group Year Ahead 2025 Economic Webinar Invitation

We are pleased to invite you to an exclusive webinar hosted by The Arbor Group at UBS, focused on recent key economic developments and their potential impact in the year ahead. Please join us on Thursday, January 30th at 11 AM PST for an hour-long session will provide valuable insights on critical

topics, including:

• The incoming Trump administration and its economic agenda

• The potential implications of tariffs and international trade policies

• The outlook for interest rates in a shifting financial landscape

• The growing influence of Artificial Intelligence on global markets

Location

Date & time

Speakers

Supporting links

30 January , 202511:00 AM - 12:00 PM Pacific
  • Jack O’Connor, CFP®, CIMA®
  • Gary L. Kilbourn, CIMA®
  • Jonathan Moore, CFA®

Zoom Link

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