Keep Educating Yourself

“Commit yourself to lifelong learning. The most valuable asset you’ll ever have is your mind and what you put into it.” – Albert Einstein.

That’s why we work so hard to bring interesting and varied topics to our monthly Zoom Open Hour town hall style online events.

Budgeting 201 – Personal Finance with Mark R Tracy

Thursday, Dec 15 2022 at 4:00 PM Pacific.

Budgeting 201 – our own Mark R. Tracy provides a thoughtful look at how to create and manage your personal budget.
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Save the Date

Save the Dates for these upcoming Zoom Open Hour online events, all on Thursday afternoons at 4:00 Pacific Time:

Replays of Selected Events

ZOH Social Security
Replay

June 17, 2021

How well do you understand the financial safety net created by the government for you? Did you even know that they did that? It’s called Social Security. Ah, you say. Yea I know about #SocialSecurity.

8,000 Days of
Retirement

March 11, 2021

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.

Running or Walking Injury-Free Until 100

March 4, 2021

Interested in Running or Walking Injury Free until 100?

Jeff Galloway, Author of Galloway’s Book on Running, joined us and gave some great tips and ideas for how to do it.

Become Pain Free

January 13, 2021

Relieve your Chronic Pain without medications, manipulations, or surgeries, using the Egoscue Method®, a series of simple exercises you can do in your street clothes.

Medicare 101

October 14, 2020

Marie-Anne Hobeika. She’s a regional vice president for Fidelity Institutional Asset.

Unexpected Benefits of a 529 plan – With Doug Lewis

August 11, 2020

Check out this replay of our Zoom Open Hour talking about some of the lesser known benefits of a Section 529 Plan.

Cyber-Security Zoom Open Hour with Timothy Marsh

July 14, 2020

Ever increasing technology, cyber scams, phishing emails, zoom bombing, robo-calls and cyber criminals have made this topic highly important.

Investing to Impact Your Values

June 16, 2020

Want to know what E.S.G. is and how it can affect businesses and investment strategies? Check out this video for some candid discussion.

Past Events

Market Update with Dr. Jeffrey Roach

Thursday, November 17 @ 1:00 PM Pacific.

Jeffrey J. Roach, Ph.D., LPL Financial’s Chief Economist joins us in November, this is a great opportunity to get an update on the market and ask questions on how we see the market going forward.
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Medicare and Social Security

Thursday, October 13th @ 4:00 Pacific

Medicare open enrollment season is a lot like hunting season for Advantage Plan sales agents, and if you’re 65 or older, you’re the prey. As you age, health care expenses are likely to increase, despite the benefits of these insurance plans.
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Personal Finance 101

Jun 16, 2022 04:00 PM Pacific Time (US and Canada)

Personal Finance 101 – get all the basics of a financial foundation as our own Mark R. Tracy provides a thoughtful look at how to manage your money, day-in and day-out.

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Section 529 Plan Myths

Thursday, May 26, 2022 @ 4:00 Pacific

Section 529 plans are considered a go-to tool to save for college education. They’ve also got some additional uses in a financial planning scenario. Join us for a discussion of the mechanics of these plans.

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Global portfolio and markets analysis and discussion with Fidelity Investments’ Mehernosh Engineer.

Thursday, April 14 at 4:00 Pacific Time.

Mehernosh Engineer returns to our “stage” with current insights about the markets, which he gleans from the vantage point as vice president of the Capital Markets Strategy Group (CMSG) at Fidelity Institutional Asset Management.

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Unleash Your Creativity

Thursday, March 17th at 4:00 Pacific

Learn to get un-stuck, releasing creativity, overcoming writer’s block.

During this unique Zoom Open Hour, hear from our guest Terri Trespicio why so many people struggle with creativity.
You’ll get to participate in a safe and simple format to help bring new life to your imagination, as she brings us “to the page” for a brief, but insightful, writing session.

Prepare to be enchanted with yourself and with your counterparts as volunteers read aloud their creations, and we share the words we’ve heard that delight us.

Terri Trespicio is not affiliated with LPL Financial or Enduring Wealth Advsiors®
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Growing Patience

February 10, 2022 at 2:00 & 6:00 Pacific

Enjoy your own garden, beginning small, and choosing the right plants for the right place. Join us as Master Gardener Louise Sloan presents Growing Patience, a workshop about planning a garden to meet your needs, where we don’t even get our hands dirty!

Louise Sloan is not affiliated with LPL Financial or Enduring Wealth Advisors®.
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Capital Markets Update

January 13, 2022 at 2:00 & 6:00 Pacific

You need to know where the economy and markets are today to decide what to do about the future. This presentation uses the most current information available to help illuminate the way forward.
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Signs, Signals, and Stages of Aging

Thursday, December 9 at 2:00 and 6:00 Pacific

What should concern you or should you overlook in the behaviors of your older loved ones during the holiday season?
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Fortifying Your Financial Future

November 18 at 2:00 & 6:00 Pacific

Explores strategies for building financial confidence, balancing different financial goals, and preparing your estate plan.
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The Changing Face of Retirement

Thursday, October 7 at 2:00 & 6:00 Pacific

Learn about the four areas you need to understand to protect your life after leaving the workforce.
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Cyber-Security Zoom Open Hour with Michael Terry

Thursday, September 23 at 2:00 & 6:00 Pacific

If you are reading this, you are online. But do you know if anyone is watching you? Join our conversation with Michael Terry of LPL Financial, an industry expert capable of translating technical requirements into everyday language we all can understand.
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The Dark Side of Going Green

Thursday, August 12 @ 2:00 & 6:00 Pacific

As the world hurtles headlong into renewable technologies to de-carbonize, what are we damaging in the process? Join us as we dig up the dirty roots of going “green” and become more informed about your environmentally driven choices.
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Introducing EWA Family Trivia Night!

Thursday, July 22 @ 6:00 PM Pacific

This Zoom Open Hour event is just for fun. The Enduring Wealth Advisors® team tested it and everyone had a blast. Even the old man who rarely plays games had to admit that it was fun!
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Social Security

Thursday, June 17 2:00 & 6:00 Pacific

Most Americans have some interest in Social Security, but few know even the most basic issues, like how much they get during retirement, how to qualify, or should they even rely on its existence. Lloyd Watnik dedicated his life to helping people understand and maximize their personal benefits from this program.
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Click here to download a PDF of this report.

Tracking #1-05200633

Water in America

Thursday, May 27 2:00 & 6:00 Pacific

“Whiskey is for drinking, water is for fighting” said Mark Twain, and there’s likely a bit of haggling embedded in the infrastructure bill currently in Congress. Join us as we discuss America’s water issues with the former “water czar” Aubrey Bettencourt.
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Herd Mentality Hurts You

Thursday, May 13 2:00 & 6:00 Pacific

Most people make most of their decisions using emotional criterion because that often works just fine. Except when it does not, the results can be catastrophic. Find out how to prepare for and get through uncertain times.
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Principles of a Successful Retirement

Thursday, April 29, 2:00 PM & 6:00 PM Pacific

Discover the seven principles leading to a successful retirement from S. Katherine Roy, CFP®, Managing Director and Chief Retirement Strategist for J.P. Morgan Asset Management.
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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.
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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.
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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.
Learn More

Click here to download a PDF of this report.

Running or Walking Injury-Free Until 100

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.
Watch Replay

Click here to download a PDF of this report.

Exploitation of Older Adults and How to Report

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.
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AB Capital Markets Outlook

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.
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Become Pain Free

Jan 13, 2021 06:00 PM Pacific Time (US and Canada)

Relieve your Chronic Pain without medications, manipulations, or surgeries, using the Egoscue Method®, a series of simple exercises you can do in your street clothes.
Watch Replay

Click here to download a PDF of this report.

Charitable Giving with Simone Devenny

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.
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Election Recap

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.
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An insider’s view of America’s Pastime

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.
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Medicare 101

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.
Learn More

Click here to download a PDF of this report.

A Market Outlook in Three Acts

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.

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Personal Privacy Concerns During COVID

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.

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What if you live too long?

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.

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Unexpected Benefits of a 529 plan – With Doug Lewis

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.

Watch Replay

Click here to download a PDF of this report.

Setting the Pace

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.

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Cyber-Security Zoom Open Hour with Timothy Marsh

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.
Watch Replay

Click here to download a PDF of this report.

Tracking #1-05093928

Inside a Marathon with Scott Fauble

Tuesday, June 30 2:00 Pacific

Leading the Boston Marathon at the first mile would be cool. Retaking the lead 20 miles later, on Heartbreak Hill, makes a statement.
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What is the ignored conversation?

Wednesday, June 24 at 3:00 Pacific

No one wants their kids dressing or feeding them, but yet, the conversation about paying for help is often ignored.
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Investing to Impact Your Values

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.
Watch Replay

Click here to download a PDF of this report.

Why did we buy all the Toilet Paper?

Tuesday, June 9 at 4:00 Pacific

Tim Miller, Director at Blackrock, uses stories like this to describe our natural inclinations when faced with great uncertainty.
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Capital Markets Strategy with Mehernosh Engineer

Tuesday, June 2 at 3:00 Pacific

We’ve got Mehernosh Engineer, Fidelity Investments VP of Capital Market Strategy Group at Fidelity Institutional Asset Management joining us during our Zoom Open Hour.
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Worried about civil liberties?

Tuesday, May 26 at 3:00 Pacific

Constitutional Law professor and Dean at Trinity Law School, Myron Steeves can help anyone understand the balance of power in our government.
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Boston and NYC Marathon Legend Bill Rodgers

Tuesday, May 19 at 2:00 Pacific

Boston Billy tells some amazing stories and is one of the most encouraging legends for runners of any ability.
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Got mortgage or forbearance questions?

Monday, May 18 at 4:00 Pacific

Lending specialist Jeannette Hartmann will address rates, forbearance, and current loan processing challenges.
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