Jan
26
9:30 AM09:30

Bring a Friend Brunch

Please join us for a client appreciation brunch to kickoff 2019! To thank you for being a part of the Vestory family, we’d like to invite you to brunch, with special guest Herb Weisbaum. Do you have friends or family who want to learn more about Vestory? Bring them along as well!

Space is limited, please RSVP to your advisor, or email us here.

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Feb
21
9:30 AM09:30

Third Thursday Coffee Conversation - Housing and Senior Care

For this month’s Third Thursday we will be joined by Tina Hall of Era Living to discuss housing and senior care. We’ll learn more about the various types of housing and care options that are available and how to find the resources you need.

Tina has more than 10 years of experience in the Senior Housing and Care field in both retirement communities and as an Eldercare Advisor and is a passionate advocate for seniors.

Coffee and a light breakfast will be provided. Space is limited, please RSVP to your advisor, or email us here.

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Mar
21
9:30 AM09:30

Third Thursday Coffee Conversation - Female Financial Fundamentals

March is Women’s History Month so our Third Thursday conversation will be all about Female Financial Fundamentals. This popular class is a great resource as we discuss the challenges and retirement transitions that are unique to women. We’ll also share specific yet simple advice to help women overcome obstacles on the path to financial freedom.

Barbara Devereaux, our Director of Advisor Services and Client Relations, will lead the discussion which draws on Barb’s three decades of experience as a financial advisor, and research from Nobel Prize winning academics.

Coffee and a light breakfast will be provided. Space is limited, please RSVP to your advisor, or email us here.

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Jan
17
9:30 AM09:30

Third Thursday Coffee Conversation - Retirement Coaching

Join us for our inaugural Third Thursday Coffee Conversation! We are kicking off the new year with a topic that will be new to many; Retirement Coaching.

There is another side of retirement planning that you may not have thought about yet. Do you know how you will spend your days when you are no longer working? We’ll discuss this important transition and other topics that a Retirement Coach can help with.

Coffee and a light breakfast will be provided. Space is limited, please RSVP to your advisor, or email us here.

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