Engage

Planning Ahead: Making Decisions for the End of Life

New Year, Old Tax Mistakes: What to Fix for 2026

Through the Market Looking Glass: Insights for 2026

Breaking Down the One Big Beautiful Bill Act

Health Care: Plan for Costs in Retirement

Demystifying Medicare: Simple Answers to Big Questions

AI: Coming to Life

Senior Living Options & Long-Term Care

Social Security Optimization

Unlocking the Hidden Keys of Superior Health & Wellness

Navigating the Markets

Era of Uncertainty

The future of the US economy is uncertain, and we’re here to help you make sense of it! Join us February 11th at 6pm for our ‘Era of Uncertainty’ webinar with economist Bryce Gill. We’ll cover: 🔹 The long-term outlook for the US economy 🔹 How long inflation might stick around 🔹 Is a market rally on the horizon? Stay prepared and informed during these unpredictable times!

The Human Side of Money

Unleash your Retirement Income Potential!

Discover the power of Advanced Time Segmentation (ATS) and how it can unleash your retirement income potential!

Discussing Potential Economic Impact of Upcoming US Elections

Senior Living Options & Long-Term Care

Managing Student Loan Debt

Join us for a presentation by Sarah Johnston of Gradfin to help navigate your student loan options!

Election Cycle Impact

We will be joined by Tom Flynn of Russell Investments and be discussing how this election cycle will impact the economy and markets!

Social Security Optimization

In this webinar we will demonstrate how to use social security as the cornerstone of your retirement plan. Please join Andrew J. Robertson, the President of Capital Indemnity Group and architect of the Social Security Optimization planning process, and our very own Stuart Kessler, Managing Director of Kinnect Advisors. 

Retirement Planning in a Pensionless World - Webinar

Please join us for our upcoming “Retirement Planning in a Pensionless World” where we discuss the complexities of retirement and best practices to help secure your future.

The Fed: From Foe to Friend - 2024 Market Outlook

Join us for a webinar that will provide you with insight on what’s ahead for the 2024 markets.

Economic & Market Outlook Webinar