Events
Join our original quarterly financial market update webinars for live, interactive, and informational sessions on the financial markets.
Upcoming Events
Q2 2026 Financial Markets and Portfolio Update Client Webinar
Join us for an exclusive market update with Steve Galli as he shares insights on financial trends, portfolio strategies, and economic factors shaping Q2 2026.
Preserving Wealth Across Generations: Understanding Generation-Skipping Trusts
Join us for an educational discussion on trusts, how generation-skipping and dynasty trusts are used.
Matthew S. Rheingold is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Matthew S. Rheingold is in no way related to Cetera Wealth Services, LLC or its registered representatives.
Q3 2026 Financial Markets and Portfolio Update Client Webinar
Join us for an exclusive market update with Steve Galli as he shares insights on financial trends, portfolio strategies, and economic factors shaping Q3 2026.
Q4 2026 Financial Markets and Portfolio Update Client Webinar
Join us for an exclusive market update with Steve Galli as he shares insights on financial trends, portfolio strategies, and economic factors shaping Q4 2026.
Past Events
February 19, 2026
12:00p - 12:45p
Zoom Webinar
Q1 2026 Financial Markets & Portfolio Update
In this quarterly discussion, Steve Galli shares perspective on recent market activity, economic trends shaping the early part of 2026, and some of the questions investors are asking right now.
November 20, 2025
12:00p - 12:45p
Zoom
Q4 2025 Financial Markets and Portfolio Update Webinar
Join Chief Investment Officer, Stephen Galli, as he presents our Q4 2025 Financial Market and Portfolio Update webinar to discuss our market views and portfolio strategy.
September 24, 2025
12:00p - 12:45p
Zoom Webinar
Q3 2025 Financial Market and Portfolio Update with Steve Galli
Join Steve Galli, Chief Investment Officer at Nisivoccia Wealth Advisors, as he shares timely insights about current market conditions and portfolio strategies.
May 15, 2025
12:00p - 12:45p
Zoom
Q2 2025 Financial Markets and Portfolio Update Webinar
Join Chief Investment Officer, Stephen Galli, as he presents our Q2 2025 Financial Market and Portfolio Update webinar to discuss our market views and portfolio strategy.
February 20, 2025
12:00p - 12:45p
Zoom
Q1 2025 Financial Markets and Portfolio Update Webinar
Join Chief Investment Officer, Stephen Galli, as he presents our Q1 2025 Financial Market and Portfolio Update webinar to discuss our market views and portfolio strategy.
November 14, 2024
12:00p - 12:45p
Zoom Webinar
Q4 2024 Financial Market and Portfolio Update Webinar
Join Chief Investment Officer, Stephen Galli, as he presents our Q4 2024 Financial Market and Portfolio Update webinar to discuss our market views and portfolio strategy.
August 20, 2024
12:00p - 12:45p
Zoom Webinar
Q3 2024 Financial Market and Portfolio Update
Join Chief Investment Officer, Stephen Galli, as he presents our Q3 2024 Financial Market and Portfolio Update webinar to discuss our market views and portfolio strategy.
May 16, 2024
12:00p - 12:45p
Zoom Webinar
March 28, 2024
12:00p - 12:45p
Zoom
Roadmap To Retirement: Top IRA Planning Mistakes to Avoid
Join us as Chief Investment Officer, Steve Galli, welcomes guest speaker Craig LoConte, CFP, CIMA, with MFS Investment Services. He will discuss 11 common retirement planning mistakes and how to avoid them. There will also be time for retirement questions and answers.
February 15, 2024
12:00p - 1:00p
Zoom Webinar
January 18, 2024
12:00p - 1:00p
Zoom
October 19, 2023
12:00p - 12:45p
Zoom Webinar
Q4 2023 Financial Markets And Portfolio Update Client Webinar
Join Chief Investment Officer, Stephen Galli, as he presents our Q4 2023 Financial Market and Portfolio Update webinar to discuss our market views and portfolio strategy. Check back soon for the link to register.
September 21, 2023
12:00p - 1:00p
Zoom Webinar
Demystifying Medicare As You Near Retirement Age
For those approaching age 65 within the next few years, or those looking to retire and transition from group insurance to the Medicare environment, we will discuss the 4 Parts to Medicare, how and when to enroll, and explore the differences between original Medicare with a Supplement and Part D, vs. a Medicare Advantage plan.
July 20, 2023
12:00p - 12:45p
Zoom Webinar
Q3 2023 Financial Markets And Portfolio Update Client Webinar
Join Chief Investment Officer, Stephen Galli, as he presents our Q3 2023 Financial Market and Portfolio Update webinar to discuss our market views and portfolio strategy.
May 18, 2023
4:30p - 5:15p
Zoom Webinar
Q2 2023 Individual Equity Portfolios Client Update
Join Stephen Galli, Chief Investment Officer, as he presents our Q2 2023 financial market and portfolio update webinar for our Individual Equity Portfolios.
April 27, 2023
4:30p - 5:15p
Zoom Webinar
Q2 2023 Financial Markets and Portfolio Update Client Webinar
Join Chief Investment Officer Stephen Galli, as he presents our Q2 2023 Financial Market and Portfolio Update webinar to discuss our market views and portfolio strategy.
April 20, 2023
4:30p - 5:15p
Zoom Webinar
The Impact Of Social Security
Join us for a live webinar, led by Karen L. Ireland, CFP® of MFS Investment Management, to discuss how important Social Security claiming strategies could be to your overall retirement goals.
February 16, 2023
4:30p - 5:15p
Zoom Webinar
Nisivoccia Wealth Advisors Q1 Individual Equity Portfolios Client Update
Join Stephen Galli, Senior Investment Officer, as he provides a Q1 update on financial markets and individual equity portfolios.
January 19, 2023
4:30p - 5:15p
Zoom Webinar
November 10, 2022
4:30p - 5:15p
Zoom Webinar
October 20, 2022
4:30p - 5:15p
Zoom Webinar
August 3, 2022
4:30p - 5:15p
Zoom Webinar
July 21, 2022
4:30p - 5:15p
Zoom Webinar
3rd Quarter Financial Outlook and Portfolio Strategy Client Update
Senior Investment Officer, Stephen Galli, will present Nisivoccia Wealth Advisors 3rd Quarter Financial Outlook webcast on Thursday, July 21st to discuss market views and portfolio strategy.
May 12, 2022
4:30p - 5:15p
Zoom Webinar
April 28, 2022
4:30p - 5:15p
Zoom Webinar
January 20, 2022
4:30p - 5:15p
Zoom Webinar
Nisivoccia Wealth Advisors Q1 Client Market and Portfolio Strategy Update
The Nisivoccia Wealth Advisors will present a Q1 financial markets and portfolio investment strategy update webinar for clients.
January 6, 2022
4:00p - 5:00p
Zoom Webinar
September 22, 2021
9:00a - 10:00a
Online Event