EDUCATIONAL RESOURCES

Webinars

FOUNDATIONAL FINANCIAL PLANNING

hosted by John B. Steiger AIF®, CFP® and Michael W. Schiavi, CFP®, CPFA™

Tuesday, June 28, 2022 at 4PM

This webinar is perfect for those who need to get started with a plan and for parents who are interested in resources to help their kids be smart about money. We will cover the basics of cash flow management, debt management, building an emergency fund, strategies for your 401(k) and IRA savings, and getting started in investing.

  • Learn how to better plan and create goals for your future

  • Know how much to have in an emergency savings account

  • Cash flow and expense management 

  • Understanding the basics of investing

  • Best ways to save for retirement

  • When to purchase a home and type of mortgage

 

Register in advance for this webinar:

  

Although the seminar is free, reservations are required.

Guests are welcome!

Please contact John Steiger, Matt Rupley and Mike Schiavi with any questions.

Thank you for your attention and response. We look forward to you joining us on the Webinar!

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Ukraine & Russia Geopolitical Outlook

Featured Guest Speaker:  David Bridges, representing Fidelity

Thursday, May 26, 2022

While tensions between Russia and Ukraine rise, concerns of long term implications has impacted the financial markets and the global economy. Join our special webcast to hear the latest perspectives from Fidelity's geopolitical and Commonwealth’s economic experts.

More about Guest speaker: Mr. David Bridges

  • Prior to joining Fidelity, Mr. Bridges served a 25-year career in the CIA’s Clandestine Service.

  • Mr. Bridges was a member of the Senior Intelligence Service, the elite leadership team that guides CIA activities around the globe.

  • Mr. Bridges has held numerous critical positions including executive direction of all CIA activity in Russia, the former Soviet Union, central and eastern Europe, and the Balkans, operational command of all CIA offensive and defensive counterintelligence operations worldwide, and several assignments as chief of station. 

  • Mr. Bridges earned his bachelor’s degree with high honors from Dartmouth College and his master’s degree from the University of Chicago. Mr. Bridges speaks five languages.

Please contact John Steiger, Matt Rupley and Mike Schiavi with any questions.

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A History of Money and Investing:  From Barter to Bitcoin

Featured Guest Speaker: Sam McDermott, representing MFS

​Thursday, February 10. 2022

  • History of money and investing from barter to bitcoin.

  • Explore the history and future of money, how bitcoin and other cryptocurrencies work and the difference between investing and speculation

  • This webinar is for people interested in understanding more about crypto and how it came to be

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