Broker Check


Recorded: 2023 Halftime Report

Watch our Halftime Report webinar from the comfort of your own home!

Recorded: 10 Myths About College Savings Plans

Watch our 529 Education Savings Plans webinar from the comfort of your own home!

Recorded: Virtual Fitness Class: Let's Move - "Any Movement is Good Movement"

Watch our Virtual Fitness Class from the comfort of your own home!

Roadmap to Medicare, presented by HTA Insurance

Learn how to get and stay Medicare Insurance ready! Intro by Dean Fox and Hosted by Ken Seewald from HTA Insurance. (Originally presented April 2023)

Halftime Report 

The halftime report is a mid-year presentation that examines economic development, world events, and other market events in the first half of the year. It also looks ahead and makes some predictions for what's to come! 

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)