Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
June 1, 2021
12:00p - 1:00p
ZOOM Meeting
The Power of Investing to Change the World
If you’ve ever wondered how your investments could make a real impact in the world, I want to invite you to join me and Eventide’s Managing Partner, Jason Myhre this June 1st at Noon EST as we explore the ways in which investing has positively shaped the world as we know it throughout history and how you can do the same with your investment selections today. You will not want to miss this opportunity. I truly believe that what Jason has to share could help you reimagine the ways you can make a difference with your investments while simultaneously pursuing your financial goals.
July 16, 2020
6:00p - 6:45p
ZOOM Meeting
July 16, 2020
3:00p - 4:00p
ZOOM Meeting
July 16, 2020
11:00a - 12:00p
ZOOM Meeting
July 14, 2020
6:00p - 7:00p
ZOOM Meeting
July 14, 2020
3:00p - 4:00p
ZOOM Meeting
July 14, 2020
11:00a - 12:00p
ZOOM Meeting
June 4, 2020
7:00p - 7:30p
ZOOM Meeting
Workshop: Pension & Social Security Maximization Solutions
We all face choices of many kinds during our lifetime. We usually have time to adjust to some of our "less than fortuitous" choices. However, when it comes to decisions while in or entering retirement, a "misstep" can have severe consequences that can't be undone.
May 7, 2020
3:00p - 4:00p
ZOOM Meeting
May 7, 2020
11:00a - 12:00p
ZOOM Meeting
April 16, 2020
7:00p - 8:00p
ZOOM Meeting
UNCHARTED WATERS: Navigating Stock Market Volatility in a Coronavirus World
Navigating Stock Market Volatility in a Coronavirus World
August 29, 2019
6:00p - 7:30p
Boundless Financial Solutions Educational Training Center
Educational Workshop Series: Understanding Social Security
Learn about: Social Security basics Income benefits When to start benefits Working in retirement Tax implications Spousal and survivor benefits Medicare
August 27, 2019
10:30a - 12:00p
Boundless Financial Solutions Educational Training Center
Educational Workshop Series: Understanding Social Security
Learn about: Social Security basics Income benefits When to start benefits Working in retirement Tax implications Spousal and survivor benefits Medicare
August 22, 2019
6:30p - 7:30p
Boundless Financial Solutions Educational Training Center
Educational Workshop Series: Exploitation of the Elderly & Arbitration and Mediation – Avenues of Investment Recovery
Learn about how the elderly are exploited and avenues of investment recovery by Attorney Howard Rosenfield.
August 20, 2019
10:30a - 11:30a
Boundless Financial Solutions Educational Training Center
Educational Workshop Series: Exploitation of the Elderly & Arbitration and Mediation – Avenues of Investment Recovery
Learn about how the elderly are exploited and avenues of investment recovery by Attorney Howard Rosenfield.
August 1, 2019
6:00p - 7:30p
Boundless Financial Solutions Educational Training Center
Educational Workshop Series: Secure Retirement Income
Learn about how to prepare for or "the retirement challenge," by minimizing unnecessary risk due to: taxes, inflation, market risk, longevity, and extended care needs.
July 30, 2019
10:30a - 12:00p
Boundless Financial Solutions Educational Training Center
Educational Workshop Series: Secure Retirement Income
Learn about how to prepare for or "the retirement challenge," by minimizing unnecessary risk due to: taxes, inflation, market risk, longevity, and extended care needs.
July 18, 2019
6:00p - 7:30p
Boundless Financial Solutions Educational & Training Center
Prepare for a healthier future - the value of long term care expense planning
This is the second in a series of educational financial workshops sponsored by the non-profit Poor Richard's Financial Literacy that centers on the value of long term care expense planning.
July 16, 2019
10:30a - 12:00p
Boundless Financial Solutions Educational & Training Center
Prepare for a healthier future - the value of long term care expense planning
This is the second in a series of educational financial workshops sponsored by the non-profit Poor Richard's Financial Literacy that centers on the value of long term care expense planning.
July 11, 2019
6:00p - 7:30p
Boundless Financial Solutions Educational Training Center
Educational Workshop Series: Make the most of the new tax law
Learn about the new tax law(s) and how to navigate the changes for your benefit.
July 9, 2019
10:30a - 12:00p
Boundless Financial Solutions Educational & Training Center
Educational Workshop Series: Make the most of the new tax law
Learn about the new tax law(s) and how to navigate the changes for your benefit.