Events

During this webinar, Vanessa Kelly, Esq. of Clark Hill, and Melinda Lapan, PHR, SHRM-CP of HR Advantage Advisory deliver an in-depth look at five often-overlooked surprises that could have a significant impact on your business.

On this episode, Frank Congilose of C&A Financial Group sits down with Mike Trudel of BlackRock to break down what actually drove a strong year for stocks and bonds, how tariffs, inflation, AI, and interest rates are shaping the markets, and why volatility may return even as long-term fundamentals remain solid. From Fed rate cuts and tax rebates to housing, jobs, and where AI could unlock the next wave of profitability, this conversation offers timely insights.

Recorded: Dec. 15, 2025

This session will provide business owners with practical strategies to reduce their tax burden and keep more of what they earn. We explore common tax-efficient opportunities, how to maximize contributions to retirement and savings plans, and ways to align personal and business finances for long-term success and overall financial health.

Join us for an exclusive webinar featuring market specialist Dr David Marshall Portfolio Strategist, State Street Global Advisors., who will break down the third quarter’s market performance, key economic trends and valuable insights for what may lie ahead in the markets for the rest of the year. 

Recorded: Oct. 22, 2025

On this episode, guest speaker Don Graves of the Housing Wealth Institute dive into the world of reverse mortgages and how they can be a valuable financial tool for retirees and homeowners. Don speaks to key considerations, including the impact on inheritance, potential tax implications, and how to make a reverse mortgage part of a broader retirement strategy. We also address common misconceptions and provide practical advice for making informed decisions.

Frank Congilose, CEO and Managing Partner of C&A Financial Group, hosts Josh Graff, Associate Client Portfolio Manager at Clark Capital, who provided a second quarter update on the economy, monetary policy, valuations, investor sentiment, and interest rates.

Recorded: July 30, 2025

This webinar will go over the essentials of estate planning. Whether you are just beginning to think about your estate plan or looking to refresh your existing strategy, this session will help inform you on planning ahead for your loved ones.

With the first quarter of the year behind us, Frank Congilose, Managing Partner at C&A Financial Group, and Mike Trudel, Managing Director at BlackRock, reflect on recent market volatility and share insights to help investors stay confident and focused as they plan for the rest of the year.

C&A Financial Group Senior Vice President, Richard Pasick speaks on important rules to know when collecting your Social Security retirement benefits, when you should apply, how much you will receive at retirement, how to maxmimize your benefits, survivor benefits, and how to coordinate with other forms of retirement income.

Frank Congilose, CEO and Managing Partner, C&A Financial Group and Bob Farrell, Chief Investment Advisor and Partner at C&A Financial Group provide thier insight in reponse to themarket fluctuations recently seen in early March.

C&A Advisors Emily Zeigler, CFP and Alex Tragnitz, EA discuss fundamentals around establishing a solid foundation of working together and the importance of communication when it comes to money. They also discuss how to plan for life events, joint vs separate bank accounts, identifying your money personality, and how to live debt free and build wealth.

Frank Congilose, CEO and Managing Partner of C&A Financial Group hosts Mike Trudel of BlackRock where they share valuable perspectives on market trends, economic stability, and the outlook for 2025.

Recorded: January 29, 2025

On this webinar, Frank Congilose will host Guest Speaker, Ajay Kumar of SAI CPA Services, who will provide his expertise on strategies for planning for the end of the year and provide ways to maximizing tax savings during the course of the new year.

This presentation will walk through the risks to one's retirement and a guided question section which helps you outline what matters most to you. This webinar takes a 360 degree view of your life so that you can accurately plan for your retirement.

Be the Beneficiary of Your Life's Work. CEO and Managing Partner of C&A Financial Group, Frank Congilose, hosts guest speaker and partner, David Suckey, as they dive deep into the key differences between a scarcity mindset and an abundance mindset.

On this podcast, Frank Congilose of C&A Financial Group hosts Mike Trudel of BlackRock where they share valuable perspectives on market trends, economic stability, and the overall impact the election could have on the markets. Topics discussed on this podcast include: market overview, inflation, the job market, recession, bond market, and interest rates.

This webinar will go over the essential components of estate planning. Whether you are just beginning to think about your estate plan or looking to refresh your existing strategy, this session will help put you on a path towards providing peace of mind for your loved ones.

The biggest worry for most people is running out of money in retirement. On this webinar, Frank and Brian discuss establishing a process around savings and cash flow that can lead to a well-deserved retirement of freedom without worries.

Listen in for an insightful webinar as C&A Financial CEO and Managing Director, Frank Congilose, and C&A Financial Group Senior Vice President - Disability Insurance Specialist Rich Pasick discuss the most effective strategies for safeguarding your greatest asset, your income, against unexpected financial challenges, such as an illness or injury that prevents you from working. 

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 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.

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. 

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.  

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. 

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" 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.

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.