June 3, 2020

Saving for Education and Beyond: 529 Savings Plans

Speakers:

Francesca Gervascio-Franzen, CFP®
Financial Advisor

David Jordt
Wholesaler – Vice President at Capital Group | American Funds

A discussion of the benefits and functions of a 529 educational savings plan, including how it can be used as an estate planning tool.

 


May 27, 2020

12 Financial Resolutions

Speakers:

Matt Gunter, CFP®, AAMS®
Branch Manager / Financial Advisor

Francesca Gervascio-Franzen, CFP®
Financial Advisor

A discussion of the 12 resolutions which can help you achieve your financial goals.


May 20, 2020

CARES Act

Speakers:

Matt Gunter, CFP®, AAMS®
Branch Manager / Financial Advisor

Andy Brown, CFP®
Senior Wealth Management Specialist at Putnam Investments

Adam DeAngelis
Senior Regional Advisor Consultant at Putnam Investments

A discussion of the impact of the CARES Act regarding its provisions to assist small business owners and individuals.


May 13, 2020

7 Habits of Financially Successful People

Speakers:

Matt Gunter, CFP®, AAMS®
Branch Manager / Financial Advisor

Francesca Gervascio-Franzen, CFP®
Financial Advisor

An in-depth discussion of the habits that we may adopt to contribute to our continued financial growth and success.


May 6, 2020

Q&A Conference Call

Speakers:

Matt Gunter, CFP®, AAMS®
Branch Manager / Financial Advisor

Tony Leal
Director at Columbia Threadneedle Investments

A Q&A discussion analyzing today’s market. Matt is joined by Tony Leal, a Director at BlackRock, to offer their perspective on the world.


April 29, 2020

Market Update and Emotional Investment Decisions

Speakers:

Matt Gunter, CFP®, AAMS®
Branch Manager / Financial Advisor

Nick Salantino, CFP®
Regional Advisor Consultant at Columbia Threadneedle Investments

An update on the state of the markets, and thoughts regarding emotional investment decisions.