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Events

Upcoming Events

March 28, 2024

12:00p - 12:45p

Zoom

Register

Roadmap To Retirement: Top IRA Planning Mistakes to Avoid

Join us as Chief Investment Officer, Steve Galli, welcomes guest speaker Craig LaConte, 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

Event Registration