Featured Event

Seven Essential End of Year Planning Tips
December 16 • 4pm ET

Learn how new trends may affect the market landscape and your investments for years to come.

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Join Neil McPeak, Jr., Senior Vice President – Investment Officer, at the McPeak Wealth Management Group for a discussion on how we are working to take advantage of the dramatic changes and opportunities in the current market environment. By pairing the lessons of the past with innovative new ideas, investors can seek to prosper in the years ahead.

Small- and Mid-Cap Stocks – What are they and where do they fit going forward? • Speaker: Francis Morris, Delaware Funds

November 4 • 4pm ET

The Truth About Long-Term Care • Speaker: Bryan McCabe, CLTC, Lincoln Financial

November 11 • 4pm ET

How to Position Your Portfolio Heading Into 2021 • Speaker: Neil McPeak, Sr., McPeak Wealth Management Group

November 18 • 4pm ET

To register for the Featured Event or for any other November events, please:

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