Events

Stay tuned for more information on our next webinar!  

LFA is joined by Kevin Gambale of Fidelity Investments to present timeless insights on behavioral finance. Behavioral finance is an exciting area of research that interconnects money, psychology, and human emotions. Kevin will cover several behavioral biases we each face as investors and how they inform the financial decisions we make. (This webinar was not recorded.)

Presentation Slides (pdf)

LFA is joined by Anastasia Amoroso, CFA from iCapital to discuss the 2023 Market Outlook.

We will review the current state of the economy and explore important topics ranging from inflation to rising interest rates, impact to corporate earnings and the likelihood of recession in 2023. 2022 was the most challenging year for diversified portfolios since the 2008 Financial Crisis. Our presentation will unpack ways to be both defensive and opportunistic for long-term investors.

LFA is joined by Lauren Altman from Golden Path Senior Solutions.

Lauren will share education and information about Medicare and your coverage options. Medicare open enrollment season runs from October 15th – December 7th. This window is your opportunity to adjust your Medicare coverage for the next plan year.

LFA is joined by Damian Eckstein from American Funds to discuss the Midyear Outlook.

2022 has been a challenging investing environment thus far. We will discuss the health of the economy and prospects for future growth as further steps are taken to curtail inflation.

Transforming Social Security into a Winning Retirement Strategy

LFA is joined by Tim Miller from BlackRock to discuss social security basics and claiming strategies to help individuals and couples maximize lifetime income benefits.

Presentation Slides (pdf)

LFA is joined by John Leonard from JP Morgan for a Guide to Retirement webinar. Our presentation will provide an effective framework for evaluating and making wise, life-long decisions that will effectively navigate clients to and through retirement. 

Presentation Slides (pdf)

LFA is joined by Chris Dillon from T. Rowe Price to discuss the 2022 Market Outlook. We explore topics ranging from inflation to rising interest rates, the impact of COVID on the reopening economy, and the future of the global supply chain.

LFA is joined by Chris Hennessey from Putnam Investments to discuss the current tax landscape in 2021, outline various year-end planning strategies, and identify new tax proposals likely to be implemented in 2022.

LFA is joined by Anne E. Wenger from McLaughlin Legal to discuss Estate Planning topics such as trusts, wills, durable powers of attorney, advanced care directives, and key observations from the estates planning field we should all keep in mind as we plan for our futures and legacies.