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Events

Upcoming Events

June 16, 2022

12:00p - 1:00p

Zoom Event

Register

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.

September 20, 2022

12:00p - 12:30p

Zoom Event

Register

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.

Past Events

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.

Event Registration