Events
Our Financial Advisors host our original quarterly financial market update webinars, in addition to Hot Topic Discussions and other topics as needed.
View all our previous recorded webinars on our YouTube Channel.
Upcoming Events
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.
Past Events
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