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Social Security - Preparing for Retirement

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

Featured Guest Speaker: Karen Ireland CFP® ,representing MFS Investments

Monday, December 5, 2022

This webinar addresses some of the important considerations when claiming Social Security.  

  • How retirement benefits are calculated

  • Options for married couples and divorcees

  • Taxes and your retirement plan



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

Tuesday, June 28, 2022 

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



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.


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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