Focus on the Long Run
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.
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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Save the Date
Future events already in the planning stage!
Compelling Wealth Management Conversations
Presented by Invesco
*Details coming soon
Thursday, May 13 2:00 & 6:00 Pacific
Water in America
Presented by Aubrey Bettencourt
*Details coming soon
Thursday, May 27 2:00 & 6:00 Pacific
Social Security
Presented by BlackRock. Guest: Lloyd Watnik
*Details coming soon
Thursday, June 17 2:00 & 6:00 Pacific
Guest and Companies represented are not affiliated with LPL Financial or Enduring Wealth Advisors®.
Past Events
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.
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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.
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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.
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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.
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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.
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.
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.
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.
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.
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.
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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.
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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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