Upcoming Events

 

DENTAL CLIENTS BOWLING BASH

Thursday, Jan. 31, 2019 from 6 – 9 pm at King’s Seaport

Join us for a fun night of bowling, cocktails, dinner, and networking!

The event is Thursday night during Yankee Dental and is located within walking distance of the convention center.

CO-HOSTED BY:

SPONSORED BY:

FREE ONLINE FINANCIAL BOOT CAMPS

Sign up now for our FREE financial boot camps. You won’t break a sweat like those gym boot camps, but you will become financially stronger and learn how to flex your money muscles!

All events are online and begin at 12 noon.

Get What’s Yours: Maximizing Social Security

Thursday, Jan. 24, 12 noon – 1 pm, Online – Presented by Alex Oliver, First National Corporation

You have been paying into it all of your life, now it’s time to get your money back. However, the social security system is full of arcane rules, secrets, and claiming surprises. Learn the basics to help evaluate the best claiming strategy for you and ensure you maximize this lifetime annuity.

Target Audience: Those that would like an introduction as to how social security claiming strategies work

 


 

Economic and Investment Overview for 2019

Thursday, Feb. 7, 12 noon – 1 pm, Online – Presented by Alex Oliver, First National Corporation

What is going on with trade? Who is Jay Powell and what do the interest rates actually mean? Are markets currently overvalued or are there still opportunities in 2019? We will provide a general overview covering the global economy and provide you talking points for your next cocktail party.

Target Audience: Those looking to gain an understanding of the market headlines

 


 

Why Do Stocks Go Up and Down: A Stock Market Introduction

Thursday, Feb. 21, 12 noon – 1 pm, Online – Presented by Alex Oliver, First National Corporation

We don’t want you watching CNBC to learn about the stock markets: their ratings depend on exaggerating the bad news! Tune in for an investing 101 course so that you may have a general understanding of what happens when stocks boom and bust..

Target Audience: Those who would like to understand how their investments work in plain English

 


 

Generational Wealth Transfer: 10 Best Practices

Thursday, March 21, 12 noon – 1 pm, Online – Presented by Alex Oliver, First National Corporation

You may read this and think that this is only for “those multi-millionaires.” However, even small retirement accounts, houses, or cars can create discord within families without a well thought out plan. Hear our thoughts on how to gradually allow your children to take over your estate and avoid senseless conflict.

Target Audience: Those with children of any age