Events

Protect Your Living Legacy

Power of Attorney documents help ensure that someone can act on your behalf when you can’t advocate for yourself...

Succession & Legal Protection for Small Businesses

Regardless of the size of your business or practice, succession planning and legal protections can make the future easier for everyone involved...

Cybersecurity: Protect Yourself

Hackers and scams are becoming more common than ever. Let’s learn how to protect ourselves from the danger posed by these insidious threats...

Planning for Peace and the End of Life

Life is a journey that deserves to be honored at every stage, and the end of life should be no different. But planning for the end of life can often feel overwhelming or even uncomfortable. We're here to help you think about and plan for this important time with peace and confidence...

Financial Literacy

Join Kris Kennedy, Financial Advisor and Founder of Kennedy Financial Network, for a 45-min complimentary webinar on the basics of financial health, planning and investing...

What is an Estate Plan?

Regardless of how much wealth you have, an estate plan can simplify the next steps for your loved ones when you are gone. It can also help safeguard your assets, privacy and your legacy. It can be a simple process – or more complex - depending on your needs...

2025 Market Outlook | A Look At The Year Ahead

Let's discuss the 2025 Market Outlook through the lens of opportunities, risks, and the economy. Join Kris Kennedy, Financial Advisor and Founder of Kennedy Financial Network, and Nils Bierkamp, PhD, Portfolio Strategist with Fidelity Investments...

Protect Your Living Legacy

Power of Attorney documents ensure that someone can act on your behalf when you can’t advocate for yourself. If you don’t have it in place – or if it’s been more than three years since your documents were signed – it’s time to get your ducks in a row. Even if you are married, these are essential documents...

What is an Estate Plan?

Regardless of how much wealth you have, an estate plan simplifies the next steps for your loved ones when you are gone. It can also protect your assets, privacy and your legacy. It can be a simple process – or more complex - depending on your needs.  Join Feliz Martone, Attorney, and Kris Kennedy, Financial Advisor, for a one-hour complimentary educational webinar on Tuesday, October 22 at 11:30 a.m. Registration is required. 

Financial Literacy

Join Kris Kennedy, Financial Advisor and Founder of Kennedy Financial Network, for a 45-min complimentary webinar on the basics of financial health, planning and investing. Registration is required. All are welcome.

2023 Tax Planning for Small Businesses

Join Kris Kennedy, Founder of Kennedy Financial Network, as well as Rachel Kefauver, CPA, owner and CEO of Kefauver CPA, for a complimentary 45-minute zoom webinar to learn more about tax planning for small businesses on November 15th at noon. Registration is required.

What You Need to Know: Special Needs Trusts

If you or a loved one has special needs, you have unique financial and legal considerations. Special Needs Trusts can allow for a disabled person to maintain their eligibility for public assistance to benefits, as well as providing directions about appropriate distributions, protecting assets from creditors and more.

Five Wishes 2023

June 2023 Mid-Year Market Update

This year is off to a decent start as we try to recover from the downward slide in 2022. Let's discuss where we might be headed for the second half of 2023...

2023 Market Outlook

A 2023 Market Outlook discussion through the lens of opportunities, risks, and the economy.

The Value of a Trust (vs. a Will)

Do you need a trust, or does a will suffice for your estate planning needs?

Five Wishes

It's hard to imagine losing our ability to advocate for ourselves, but it happens. Five Wishes is a legal document that works alongside your other directives to communicate your wishes when you cannot.

Mid-Year Market Update

This year has been rough and tumble in the markets to say the least. Let's review some of the causes and discuss where we might be headed for the second half of 2022.

Estate Planning for LGBTQ+ Families

Estate planning can protect your loved ones, arrange for the distribution of your assets and optimize for taxes. Members of the LGBTQ community can have unique considerations.

Socially Responsible Investing

If your investments aren’t aligned with your values, they can be.

Fear & Money in Life's Transitions

Life events and transitions often come with financial components that can be clouded by emotion, fear and stress. Whether it’s divorce, death, retirement or the receipt of a settlement or inheritance, it helps to have a trusted advisor walk through the financial implications that accompany these important events.

Investment Strategies for Retirement

Are you financially ready for retirement? And if you are retired, do you have your investments allocated to carry you through?

Market Update

From supply chain issues to inflation, and monetary policy to election cycles, the impact of world and economic events on the financial markets is undeniable.

EMPOWER LGBTQ+ Investors

Take a deep dive into the challenges that LGBTQ+ investors face and discuss potential solutions that can empower decision-making.

Socially Responsible Investing

Join me on Wednesday, April 28 at Noon for a complimentary 30-minute webinar about socially responsible investing. Feel free to pass this invitation along. Financial education is one of the ways we can work to close the ever-widening wealth gap. Click the button to RSVP. 

Women & Investing: Live Your Best Life

Join Kris Kennedy, Financial Advisor and Founder of Kennedy Financial Network for a complimentary one-hour Zoom meeting and learn how to maximize your financial potential so you can live your best life. 

EMPOWER the LGBTQ+ Investor

Register today! Let's take a deep dive into the challenges that LGBTQ+ investors face and discuss potential solutions that can empower decision-making.

Women & Investing: MAXIMIZE YOUR FINANCIAL POTENTIAL

Join Kris Kennedy, Financial Advisor and Founder of Kennedy Financial Network for a complimentary one-hour Zoom meeting to discuss the the basics of financial health, planning and investing and how to maximize your financial potential.

Financial Education for Women

Join Kris Kennedy, Financial Advisor, for a discussion about: ➢ Women's relationship to wealth ➢ Planning for the future ➢ Financial Tools ➢ Investing Basics

Focus on Therapists: Help Clients Manage Financial Issues

It helps to have a trusted advisor walk your clients through the financial implications that accompany important life events.