Broker Check


Invest in a Bright Future – 529 Savings Plan Webinar, presented by Capital Group

Hosted by Mick McCreesh, Senior VP with Capital Group (originally presented May 2022)

Social Security 2022 Update webinar

Hosted by Cetera Supervisor & Wealth Management Advisor, Tim Driscoll, at Cetera Advisor Network & Kurt Czarnowski (former Regional Communication Director at the Social Security Administration) (originally presented March 2022)

Roadmap to Medicare, presented by HTA Financial

Hosted by Brenda Rich, Medicare Specialist with HTA Financial (originally presented March 2022)

Flagship Financial presents the State of the Markets 2022 webinar
with special guests from City National Rochdale (originally presented January 2022)