Upcoming Webinars

Savvy Cybersecurity: 10 Threats Every Person and Business Faces and How to Fight Them: Date TBD

Join Celine J. Pastore, CRPC® , MRFC® as she presents how Cybersecurity poses a massive threat to all of us and discusses ways to boost online safety. More and more cyber threats emerge every day and it's time to do something about it. Registration link to come. 

Previous Webinars

Investor Market Update with Clark Capital

Get current market insights with Celine J. Pastore, CRPC®, MRFC®, and guest speaker, Glenn Dorsey CFA®, CAIA® from our trusted partner Clark Capital concluding with a Q&A.
Watch the Replay Here

Estate Planning Basics: What You Need To Know

Join Celine J. Pastore, CRPC® , MRFC® and Estate Planning and Probate Attorney, Richard C. Williams Jr. PA, as they present the basics of estate planning and ways to get your ducks in a row in case of an unexpected death, disability, or unforeseen situation. Covid was an unfortunate reminder of just how precious life is.
Watch the Replay Here

Half-Time Market & Economic Update

Join Celine J. Pastore, CRPC® , MRFC® and our investment partners from City National Rochdale as they present a July 2021 Market Half Time & Economic Webinar featuring Senior Investment Consultant,Jared McDaniel, CFA, CPA, CFP®, CMT, CPWA®, AIF®, and Senior Investment Strategist, Ben Goetsch, CFA.
Watch the Replay Here

Preparing for Medicare

Join Celine J. Pastore, CRPC® , MRFC® as she presents a Webinar on Preparing for Medicare.
Watch the Replay Here
Scope of Appointment
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The Next Step?

For more information about any of the services or products listed, choose a time to speak with one of our advisors or register to attend one of our upcoming events.


Or give us a call at (727) 304-6000