Webinars

We are excited to bring you topics of current interest and, where beneficial, have guest speakers present their expertise and views on these topics. Here you will find a schedule of upcoming webinars, as well as a library of webinars recently completed.

How can you participate? Use the following audio dial-in to listen and web login information to view slide presentation at the time of the scheduled webinar:

Join Web Conference:  https://www.anywhereconference.com/
Web login: 201181671
Participant Pin: 8405510

Join Audio Conference:
Dial 866-946-4916
Participant Pin: 8405510

Upcoming Webinars

May 2020

Topic: 10 Principles of Long-Term Investing Resilience
When: Thursday, May 28th at 10:00 a.m. ET
Hosts: Steve Richardson, CFP®, CRPS®, CPA, President, and Timothy Shean, CFP®, CIO
Presenter: Emily Dupre, MFS Regional Director, MFS Fund Distributors and

When volatility strikes, do you take your money and run? Unfortunately, this might do more harm than good. Join us for a timely workshop that explores time tested ways to tackle volatility. Now is the time to learn about long-term investing resilience.