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March 2024
Investing 101: Back to Basics
Our wealth adviser Rob Fezekas, Wealth Adviser reviews the basics of investing: Why do we invest? What are the risks of investing vs. not investing? How do most people "invest"? What is an Investment Philosophy? What has academic research uncovered that we can all use to have a better investment experience?
Find out more »February 2024
Tax Planning
Join our President & CEO Deanne Rosso, President & CEO of Elevate Wealth Advisory for tips and tricks on saving taxes and freeing up more resources for your retirement.
Find out more »January 2024
2024 Key Numbers
Join us online for a short review of what has changed between 2023-2024. Our President & CEO Deanne Rosso will update you on changes to tax brackets, contribution limits, HSA limits, required minimum distributions, and more.
Find out more »December 2023
Financial Year in Review
Join the Elevate Wealth Advisory team for a review of 2023, the markets, and their impact on your portfolio.
Find out more »November 2023
Charitable Giving and Your Portfolio
Join us for an enlightening webinar on 11/14 at 10 am EST, hosted by Elevate Wealth Advisory, featuring guest speaker Bill Hewitt from TIFIN Wealth.
Find out more »October 2023
Year-End Financial Planning Strategies
There are just a few weeks left in the year, and it’s time to focus on your year-end financial check-list. For Q4, there are several things that you should consider. Some are tax-related, others are planning items, and yet others are investment-related. Join our adviser Rob Fezekas as he reviews this list to ensure that you are prepared for the upcoming year.
Find out more »September 2023
Managing Healthcare Expenses in Retirement
Now is the time to start planning for health care expenses in retirement. Join our founder Chuck Vickery to find out what you need to do to obtain the coverage you need and protect against rising costs.
Find out more »August 2023
Social Security Planning
When to start taking your Social Security benefit is one of the most important retirement planning decisions you will face. You’ve been paying into the system your whole working life. Our founder Chuck Vickery shows you how to get the most out of it.
Find out more »July 2023
Introduction to Long-Term Care Insurance
Long-term care planning is an essential piece of your retirement plan. Join us as we explain why, and offer steps for you to begin putting this piece of your wealth plan in place.
Find out more »June 2023
Wills, Trusts, and Estate Plans…What Everyone Needs to Know
Join us for an engaging seminar presented by an experienced estate planning attorney, Neel Shah with Shah Total Planning. In this informative session, you'll learn essential estate planning concepts such as wills, trusts, power of attorney, and healthcare directives, enabling you to make informed decisions to protect your assets and ensure your wishes are fulfilled. Don't miss this opportunity to gain valuable insights into securing your future and providing for your loved ones!
Find out more »