Quarterly Investment Webinar July 2022
Join us for a quarterly recap of the markets and a look ahead to what’s next with Chief Investment Officer Mike Horwath on July 7th at 12 noon Eastern.
Upcoming Events
Learn more about our event below.
Events
Webinar: Mortgage Market Update
Join us for a Mortgage Market Update webinar with Matt Lieberman of Apex Home Loans on May 4th at 12 noon EDT.
Webinar: Quarterly Investment Recap
Join us for a quarterly recap of the markets and a look ahead to what’s next with Chief Investment Officer Mike Horwath, on April 5th 2022 at 12 noon Eastern.
Life Insurance in Estate and Financial Planning
Join Michael Salad, Esquire as he provides insight into how to use life insurance in estate and financial planning. He’ll review irrevocable life insurance trusts for insurance policies, including hybrid long-term care as well as survivor policies. This webinar will also include tips on how insurance can be used to pay taxes at death, with information on estate tax and generation-skipping transfer tax.
What’s Next in the Financial Markets
Join us for a webinar on February 23rd at noon as CIO Mike Horwath will discuss what’s next in the financial markets.
Steps Toward a Healthier You & Family with Lindsay Rosen
Join Registered Dietician Lindsay Rosen in the final installment of our health webinar series, where she will discuss the steps we can take towards a healthier you and a healthier family. Find out more about Lindsay at her website www.nutritionbybru.com or on Instagram at @nutritionbybru.
Easy Ways to Cut Back on Your Calories with Lindsay Rosen
As the second in this wellness series, join Registered Dietician Lindsay Rosen as she helps us to determine easy ways to cut back on your calories. Learn more about Lindsay on her website, www.nutritionbybru.com or on Instagram at @nutritionbybru.
Trendy Foods That Aren’t Worth Your Money With Registered Dietician Lindsay Rosen
In an attempt to eat healthier and manage our weight and overall well-being, we often rely on word-of-mouth or social media to get nutrition recommendations. Since food trends are sometimes confusing, Registered Dietitian Lindsay Rosen will help us decipher which ones are worth your attention and your money, as well as those that are not. […]
Virtual Vino – Bring a Guest Wine Tasting October 13th
You’ve asked, we’ve answered! We’re hosting another virtual bring a guest (friend, colleague, etc.) wine tasting! The Details: Guest(s): A guest is required to attend. Spouses are invited but will not count as your guest. When: The Evening of Wednesday, October 13th Logistics: All we’ll need from you is the name, mailing address, phone […]