Events
Educational Seminars Provide Valuable and Relevant Financial Information For Our Community
Our first priority is our relationship with our clients and our community. Each month we host different educational seminars to provide valuable and relevant information for our community. Our speakers come from a wide array of backgrounds and are experienced in their given field. It is our responsibility to our clients to provide them with the resources and information they will need to continue on their journey of Responsible Wealth.
On a monthly basis, we host Wisdom Wednesday webinars that is available to the public that provides perspective on various topics of finance, current market conditions, and how to best navigate through an ever-changing economy. The goal of Wisdom Wednesday is to keep you informed on financial matters that play a role in your overall financial wellness.
On a quarterly basis, we host Business Briefing webinars for business owners and the topics selected provide valuable information that business owners can use to better manage their business, their money, and to stay "in the know" when it comes to their employees.
Upcoming events
Social Security: The Choice of A Lifetime
Social Security rules are complex and can be confusing. Whether you are approaching retirement or planning for the future, understanding the complexities of social security is crucial. On this webinar, you will gain insight to the benefits of social security, how it works and how to make informed decisions.
When: Wednesday, March 27, 2024 at 6PM ET
Where: Virtual Webinar (Register Below to receive Zoom link)
AGENDA:
- How to calculate your benefit
- Learn How Social Security Works
- How to Calculate Your Benefit
- When To Begin Taking Social Security
- Who Qualifies?
- Why It's Important to Plan Ahead
Past Events
Leaders Club Conference 2023
Several C&A Financial advisors qualified to attend the Guardian Leaders Club Conference in Phoenix, AZ.
Navy Seal and Motivational Speaker, Phillip Koontz Client Seminar
Motivational speaker, Phillip Koontz visited our office and presented on the topic "Prepared for the Unknown." Guests that attended came away ready to challenge themselves in making strides in their personal and professional growth and development, identifying "smart" goals and staying on course to perform as per their plan. The presentation was truly an insightful and unique experience.
Previous Webinars and Podcasts
To view on-demand replays of previously recorded webinars and podcasts, click the link below for the respective description.
Market Update with BlackRock's Mike Trudel
Frank Congilose, Managing Partner at C&A Financial Group hosts Mike Trudel, Managing Director and Global Strategist at BlackRock, who shares his thoughts on the U.S. economy. Frank and Mike also provide valuable insight and prospective around interest rates, inflation, and the current market.
Recorded: February 28, 2024
Tying the Financial Knot
Emily Zeigler and Alex Tragnitz of C&A Financial talk about the importance of communication and planning ahead early in your relationship and what you need to know when it comes to money and marriage.
Stock Market Update for 2024
C&A Financial's Investment Manager, Robert Farrell and CEO/Managing Partner, Frank Congilose provide a market update and review. On this webinar, they discuss market performance for 2023 and January 2024, and share their insights and analysis on the state of the market as we look forward in 2024.
Recorded: January 31, 2024
Retirement Matters
Matthew Murphy is an expert on retirement and he challenges us to think about what really matters when in retirement. Retirement planning can be different for each person depending on the lifestyle you want to live in retirement. It is essential to plan for your last paycheck to maintain your desired lifestyle and planning early is encouraged. He also speaks to retirement savings fundamentals, life expectancy, inflation, health care costs, and loss of a spouse.
Social Security: The Choice of a Lifetime
Social Security provides benefits to many Americans and may be one of the most important monthly paychecks they receive in retirement. On this webinar, Guest Speaker, Tim O'Mara from Nationwide, explains ways to optomize Social Security income for your specific needs, how to simplify the rules by learning about survivor benefits, rules for spouses, divorcees, etc., and recent filing rule changes.
Perspectives on The Current Economic Outlook With BlackRock Guest Mike Trudel
Frank Congilose, Managing Partner at C&A Financial Group hosts Mike Trudel, Managing Director and Global Strategist at BlackRock, shares his thoughts on the U.S. economy. Frank and Mike also provide valuable insight and perspective around interest rates, inflation, recession and the current market.
August 2023
Distribution Strategies in Retirement
Distribution planning is just as important as accumulating money for retirement. What are the steps you should take for distributions during retirement years? How does life expectancy play a part in your planning? Click the link below to learn more.
What You Need To Know About Disability
Each May is Disability Insurance Awareness Month. On this podcast Frank Congilose and Rich Pasick give insight and helpful strategies for protection when it comes to planning for an unexpected disability or illness.
Strategies to Become a Masterful Saver
Featured in the Wisdom Wednesday Webinar for July is Frank Congilose and Brian Cunniff who speak on developing a process around savings. How are you taking care of your future self? Is your savings based off of a product or a process? Watch this video to learn more about how to increase your savings by using a process for wealth accumulation.
Perspectives Around the U.S. Debt Ceiling
On this month's podcast, Frank Congilose and Bob Farrell discuss concerns around the U.S. Debt Ceiling. In this recording, they share their insight and perspectives about what's to come.
May 2023
Disability: Are You Financially Prepared?
Without an income, you could quickly exhaust your family savings, undermining your family’s financial security. The money you’ve managed to put away for a vacation, the kids’ education, and your own retirement now has to be spent on gas, groceries, and other necessities. On this podcast, Katelyn Congilose shares her personal story of an unexpected emergency that left her grateful for having planned for the unexpected.
The Academic Side of Investing
"The Academic Side of Investing" helps people to understand where returns come from and what happens with markets. In this video, John Resnick of Efficient Advisors will put perspective on what actually occurs, how investments are supposed to respond and how they have responded over time.
Perspectives on Finance and Economics
Frank Congilose of C&A Financial Group and Guest Speaker Mike Trudel of BlackRock discuss market conditions and the perspective and outlook around our current economy.
March 2023
What Will Be Your Legacy?
On this podcast, Frank Congilose, CEO and Managing Partner and Dave Suckey, Financial Advisor, both of C&A Financial discuss financial balance and your legacy, how to plan your income stream in retirement and how to protect it while leaving behind a legacy.