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Wendy Connick, Founder of Connick Financial Solutions

When: May 11, 2018 @ 5:00 pm – 6:00 pm

The Many Ways to Save For Retirement – with Wendy Connick, Founder of Connick Financial Solutions

Dr. Richard Marston, Professor of Finance at the Wharton School of Business

When: May 10, 2018 @ 5:00 pm – 6:00 pm

Intermediate Savings Goals – with Dr. Richard Marston, Professor of Finance at the Wharton School of Business

Kristin Martin, Director of Product Management at Fidelity Investments Life Insurance Company

When: May 9, 2018 @ 5:00 pm – 6:00 pm

What You Need to Know About Life Insurance – with Kristin Martin, Director of Product Management at Fidelity Investments Life Insurance Company

Dan Geller, Author of “Money Anxiety”

When: May 8, 2018 @ 5:00 pm – 6:00 pm

Dan Geller, Author of “Money Anxiety” discusses his book

David McKnight, Author of “The Power of Zero”

When: May 7, 2018 @ 5:00 pm – 6:00 pm

Maximizing Savings, While Minimizing Taxes – with David McKnight, Author of “The Power of Zero”

Kate Galkina, Certified Financial Planner at Compak Asset Management

When: May 4, 2018 @ 5:00 pm – 6:00 pm

5 Smart Moves for Transferring Wealth – with Kate Galkina, Certified Financial Planner at Compak Asset Management

Maria Bruno, Senior Investment Analyst at Vanguard

When: May 3, 2018 @ 5:00 pm – 6:00 pm

Principles for Investing Success – with Maria Bruno, Senior Investment Analyst at Vanguard

Maura Cassidy, Vice President of Retirement & Small Business at Fidelity

When: May 2, 2018 @ 5:00 pm – 6:00 pm

Maura Cassidy, Vice President of Retirement & Small Business at Fidelity, discusses their recent Financial Procrastination Study

J. Ansari, Executive Vice President at Compak Asset Management

When: May 1, 2018 @ 5:00 pm – 6:00 pm

The Seven Deadly Sins of Financial Indecision – with J. Ansari, Executive Vice President at Compak Asset Management

Dave Ellison, CIO of Hennessy Funds

When: April 30, 2018 @ 5:00 pm – 6:00 pm

Dave Ellison, CIO of Hennessy Funds, shares his outlook for the market & the financial sector

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