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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 2, 2024

11:00a - 12:00p

Virtual Event

Role Reversal: How to Take Care of Yourself and Your Aging Parents

This presentation with Iris Waichler, MSW, LCSW, will include topics such as how to have the caregiver conversation, how to build a support network and caregiving team, challenges of caregiving and causes of caregiver burnout, recognizing and coping with caregiver burnout and caregiver resources.

April 22, 2024

10:00a - 11:00a

https://lincolnfinancial.zoom.us/j/96411134044

Q1 Financial Market Update

Join us April 22nd at 10:00AM PST as Katherine Phillips, CFP®, Clara Hollin, CFP®, and Michael Strohl, CFP® host Sterling T. Moore of CIBC Private Wealth Management for a Q1 Financial Market Update.

December 14, 2023

12:00p - 1:00p

https://lincolnfinancial.zoom.us/j/93768290070

Hines Global Income Trust Public Investor Presentation

Join us December 14th at 12:00pm PST as Katherine Phillips and Clara Hollin host Mark Doremus to discuss the Hines Global Income Trust.

November 9, 2023

11:00a - 12:00p

Virtual Event

Keeping Your Brain Young: Slow Aging, Boost Productivity and Lower Risk for Dementia

In this empowering and uplifting session, you will hear from internationally recognized brain health expert, Dr. Marc Milstein, to learn how to slow aging, boost productivity and lower your risk for dementia.

September 26, 2023

12:00p - 1:00p

https://lincolnfinancial.zoom.us/j/91478623686

Health Care: Plan for Costs in Retirement

Join us September 26th at 12:00pm PST as Katherine Phillips and Clara Hollin host Doug Ewing to discuss Planning for Health Care Costs in Retirement.

August 10, 2023

12:00p - 1:00p

https://lincolnfinancial.zoom.us/j/97475817609

Social Security Planning

Join us August 10th at 12:00pm PST as Katherine Phillips and Clara Hollin host Doug Ewing to discuss Social Security Planning.

July 20, 2023

12:00p - 1:00p

https://lincolnfinancial.zoom.us/j/99033810115

May 17, 2023

1:30p - 2:30p

https://lincolnfinancial.zoom.us/j/98976510365

2023 Managing Healthcare Costs

Join us May 17th at 1:30PM PST as Katherine Phillips and Clara Hollin host Doug Ewing of Nationwide to discuss Managing Healthcare Costs in Retirement.

March 30, 2023

11:00a - 12:00p

Webinar

February 9, 2023

10:00a - 11:00a

https://lincolnfinancial.zoom.us/j/94543451435

2023 Market Update: Long-Term Perspective on Markets & Economies

Join us on February 9th as Mark Seaman of Capital Group shares his outlook long-term perspective on the market.

December 8, 2022

10:00a - 11:00a

https://lincolnfinancial.zoom.us/s/98735912288

The Anatomy of a Recession

Join us on December 8th as Jacob Drossner of ClearBridge Investments shares his outlook on the market.

October 6, 2022

11:00a - 12:00p

Webinar

Social Security and Medicare

Social Security and Medicare can be very confusing topics—yet they’re both critical to helping you plan for your future. Join Mary Beth Franklin on Thursday, October 6, at 11 a.m. PT / 2 p.m. ET for an exclusive event being planned specifically for our valued clients.

August 10, 2022

11:00a - 12:00p

https://lincolnfinancial.zoom.us/j/99074185640

2022 Market Update: T.I.N.A. Turning

Join us on August 10th as Wendy Lin, Senior Market Strategist of Goldman Sachs, shares her outlook on the market.

April 21, 2022

12:00p - 1:00p

https://lincolnfinancial.zoom.us/j/96298163811

2022 Market Update: Where we see Opportunity in 2022

Join us on April 21st as Sterling Moore, Regional Vice president at Brinker Capital, shares his outlook on the market.

March 24, 2022

11:00a - 12:00p

Virtual Event

Identity Theft Protection

We invite you to join us on March 24th at 2pm EST/11am PST for an informative and enlightening conversation with Jeff Lanza. Jeff was an FBI specialist for over 20 years where he investigated cybercrime, organized crime and terrorism. He has lectured at Harvard, Princeton, written two books and appeared on numerous news programs on the growing threat of cybercrime.

February 3, 2022

10:00a - 11:00a

https://lincolnfinancial.zoom.us/j/98064554294

September 22, 2021

10:00a - 11:00a

Zoom link will be emailed to registered guests

May 26, 2021

10:00a - 11:00a

WebEx

The Future of Environmental, Social and Governance Investing

Join us Wednesday, May 26th as Natalya Zeman of Capital Group discusses The Future of ESG Investing.

March 23, 2021

8:00a - 9:00a

Zoom: https://lincolnfinancial.zoom.us/j/2987743848

January 27, 2021

11:00a - 12:00p

Zoom link will be sent to registered guests

2021 Outlook: Turning Points on the Road to Recovery

Join us Wednesday, January 27th as Mila Yankova, Investment Specialist at Capital Group, discusses their macro, equity and fixed income outlook for 2021.

December 9, 2020

11:00a - 12:00p

Zoom

October 21, 2020

11:00a - 12:00p

Zoom

Looking at Markets Leading Up to the Election... and Beyond

Register today for an election focused market update from Vice President and Senior ETF Strategist at State Street, Jordan Lawrence.

September 30, 2020

12:00p - 1:00p

YouTube Live

September 24, 2020

11:00a - 12:00p

Zoom

August 12, 2020

6:00p - 7:00p

Zoom

May 21, 2020

11:00a - 12:00p

Zoom

Timely Financial Planning Strategies

Hear from Open Advisors partner and advisor, Michael Strohl, and Vice President and Senior ETF Strategist at State Street, Jordan Lawrence, as they discuss timely financial planning strategies and provide a much needed market update.

Event Registration