Need some interesting conversation?
Our Zoom Open Hours are like an online town hall meeting, where anyone can talk and ask questions as they think of them. (Within reason, of course!)
We’ve lined up some very interesting guests with expertise across many walks of life.
Wednesday, Jan 27 2021 @ 1:00 PM and 6:00 PM Pacific Time (US and Canada)
A new year, a new administration, and several new vaccines. How could these and other things impact investment ideas? Join the discussion with Walt Czaicki, SVP with AllianceBernstein® as he shares his firm’s capital markets outlook.
Thursday, February 18, 2:00 & 6:00 Pacific
Two decades ago, an industry trade magazine published an article I wrote about elder abuse, titled “Disrespecting Our Elders.” Help protect the victims by learning how to spot and react to all types of elder abuse.
Thursday, March 4 @ 2:00 & 6:00 Pacific
Hear from America’s Running Coach, Jeff Galloway, how hundreds of thousands have benefited from the Galloway Run Walk Run method to reduce aches, pains, and injuries while pursuing all levels of fitness goals.
Save the Date
Future events already in the planning stage!
8,000 Days of Retirement
Thursday, March 11 @ 2:00 & 6:00 Pacific
Prepare for the 20 years you’ll likely live after leaving the workforce by using science from the MIT AgeLab. Discover the four retirement phases so you can envision the tasks and issues most likely during each.
Impact Investing Through the Lens of Faith
Thursday, March 25 @ 2:00 & 6:00 Pacific
Promote your faith through your investments. Learn how portfolio managers use their decision-making opportunities to advance the causes aligned with Christian values.
Guest speakers and companies are not affiliated with LPL Financial or Enduring Wealth Advisors®
Raising Financially Aware Kids
Thursday, April 8, 7:00 Pacific
From toddlers to teens, help teach your children about money. Whether you have children or grandchildren, this will be a valuable resource on what every kid should know about money. Diane Gallagher will cover basic principles to help kids make good money decisions and start their financial education.
Wednesday, Dec 2, 2020 02:00 PM Pacific Time or Dec 2, 2020 06:00 PM Pacific Time
Many charitably-minded individuals and families support their charitable organizations through cash and check donations. Often, they are unaware of significant financial, tax and estate planning benefits to evaluating and implementing other charitable giving vehicles.
Wednesday, November 18, 6:00 PM Pacific or Thursday, November 19, 2:00 PM Pacific
What are the ramifications of one of the most polarizing elections in recent history? John Tousley joins us as we discuss the policy changes we expect from the newly elected government, while gaining some perspective on charting your investment course.
Wednesday, October 14, 6:00 Pacific
Join our town-hall format conversation with Mickey Hatcher as we talk about life in baseball, how it’s changing, and what it’s like for the players during the playoffs. And you’ll want to hear his description of the most memorable career highlight.
Wednesday, October 14, 2:00 Pacific
In retirement, medical expenses can add up quickly even with Medicare. About 50% of pre-retirees expect Medicare expenses to be less than $100,000, but Fidelity estimates that an average 65 year old couple, needs to plan for $285,000 in Medicare expenses. Open enrollment is coming up, join the conversation and get tips to get the most out of Medicare with our guest, Marie-Anne Hobeika from Fidelity.
Thursday, September 24, 2:00 Pacific
This election is the most important ever.
Heard that recently? Yep. We hear it every time the party out of power needs to turn out the vote. In other words, this election is no different than any before it.
Sure, the problems, people, and platforms are updated, but every election is important.
Join Joshua Feuerman of J.P. Morgan in this town-hall meeting as we take a long-term view of the health of the U.S. Economy, corporate earnings, and the importance of separating political views from investment decisions.
Tuesday, September 15, 2:00 Pacific
In the November election, Californians are voting on a ballot initiative that could alter the country’s perspective on individual privacy rights. It is important to understand the California Privacy Rights Act (CPRA) ballot initiative, as many states are likely to follow California’s lead.
Tuesday August 18, 2:00 Pacific
Sudden death avoids lots of caregiving problems, but for anyone fortunate enough to just get old, there’s a good chance they’ll need someone to provide some support. In this panel discussion, we’ve got three experts (Jennifer Bennett, Colleen Nilsen, P.J. Robertson) in fields that could come into play.
Tuesday, August 11 2:00 Pacific
Most people, think 529 plans are exclusively for college education expenses. They are decidedly designed to favor saving for college, but the language of the law provides some additional potential uses which Doug Lewis is prepared to discuss.
Tuesday, July 28th at 2:00 Pacific
The top American in the last two New York Marathons, two top-ten finishes in Boston, sixth place at the Rio Olympics, plus more than a handful of great races, while raising a family, playing both the trumpet and piano, and teaching statistics at his alma mater, BYU, provides a lot of interesting conversation topics with Jared Ward, a John Hancock Elite Athlete Ambassador.
Tuesday, July 14 at 2:00 Pacific
If you are reading this, you are online. But do you know if anyone is watching you? Join our conversation with Timothy Marsh of LPL Financial, an industry expert capable of translating technical requirements into everyday language we all can understand.
Tuesday, June 16 at 3:00 Pacific
Aligning your financial goals with your values with Andrew Olig. ESG might not mean what you think it means. Environmental, Social, Governance. Here’s a chance to find out what it is really.