We always enjoy getting to see our clients and meet new people as we help them along their financial journey. That’s why we consistently host events, both online and in-person, on a number of topics including financial planning and preparing for retirement, or just get together to catch up. Check back for more information on our upcoming events and speaker series.
Click here for a full list of previous events.
Our next installment will feature Cozy Wittman, with College Inside Track. Cozy speaks nationally, training families and professionals about doing a more strategic college search.
Our next installment will feature VLP’s Chartered Financial Analysts Chris Mellone and Sean Beznicki. They will be discussing the latest trends and insights shaping the current market environment.
Client Shredding Event Hosted by VLP Financial Advisors
Have the last few months afforded you some extra time to clear out unneeded paperwork and files? If so, bring us any sensitive documents that you no longer need to keep, and we’ll have a certified shredding company available to handle the destruction of those documents.
Annual Enrollment Period (AEP) is a set time every year when you can join, switch, or drop a Medicare Part C or D plan. Coverage needs can change, and AEP is the time to address those new or different changes.
Emily O’Halloran, Executive Director at Medicare Portal will discuss the different options and answer questions.
Our next installment will feature Emily O’Halloran, Executive Director of Medicare Portal. She will discuss the various Medicare options (Parts A, B, C, D and MediGap (Supplement) Plans and answer questions.
Our next installment will feature Vic Rohe, Regional Director at MFS Investments. He will be presenting on the topic of transferring wealth to the next generation.
Our next installment will feature our very own, Andrew Fincher and Sean Beznicki. The will be discussing the latest trends and insights shaping the current market environment.
Our next installment will feature our very own Rose Price, Sarah Avila, and Elizabeth Williams. The presentation will discuss the 5 things that every woman should know, about investing.
Our next installment will feature Max McQuiston, Senior Vice President and Advisor Practice Management Consultant with The Capital Group. Max will discuss Social Security and your retirement income plan.
Our next installment will feature Cozy Wittman, with College Inside Track. This session will cover common mistakes families make in selecting a college, myths about financial aid, FAFSA changes that will impact many, many families and will guide you toward a more strategic college search.
Our next installment of our 2023 Live Greater Speaker Series will feature Family Law Attorney, Nathan Olson, and Certified Divorce Financial Analyst, Sarah Avila. The presentation will discuss the legal and financial aspects of the divorce process.
Our first installment of the 2023 Live Greater Speaker Series featured Victor Rohe, Regional Director at MFS Investment Management. He covered principles of long-term investing resilience and how they apply to the current market environment in 2023.
Find out more about our past events to get an idea of what future events might benefit you.
At VLP we believe in partnering with you to take a holistic approach to financial management, aligning your investment and financial decisions with your values.
All of our Advisors are Certified Financial Planner™ (CFP®) practitioners and are committed to helping you live greater through our holistic financial services.
Contact us today to learn more about the VLP Live Greater Partnership™ and how we can help you live your best life at every life stage.