Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
January 31, 2023
12:00p - 12:30p
Zoom Meeting
2023 Market Outlook
A 2023 Market Outlook discussion through the lens of opportunities, risks, and the economy.
October 19, 2022
12:00p - 12:45p
Zoom Event
The Value of a Trust (vs. a Will)
Do you need a trust, or does a will suffice for your estate planning needs?
September 20, 2022
12:00p - 12:30p
Zoom Event
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.
June 22, 2022
6:00p - 6:30p
Zoom Meeting
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.
June 16, 2022
12:00p - 1:00p
Zoom Event
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.
May 17, 2022
12:00p - 12:30p
Zoom Event
Socially Responsible Investing
If your investments aren’t aligned with your values, they can be.
April 12, 2022
11:30a - 12:00p
Zoom Event
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.
March 16, 2022
12:00p - 12:45p
Zoom Event
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?
March 3, 2022
11:00a - 11:30a
Zoom Event
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.
June 23, 2021
11:30a - 12:15p
Zoom Meeting
EMPOWER LGBTQ+ Investors
Take a deep dive into the challenges that LGBTQ+ investors face and discuss potential solutions that can empower decision-making.
April 28, 2021
12:00p - 12:30p
Zoom Meeting
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.
March 16, 2021
12:00p - 1:00p
Zoom Meeting
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.
December 8, 2020
12:00p - 1:00p
Zoom Meeting
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.
November 17, 2020
11:00a - 12:00p
Online - Zoom
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.
June 30, 2020
12:00p - 1:00p
an online Zoom Meeting
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
June 23, 2020
11:00a - 11:30a
Zoom Meeting
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.