Events

Webinar: Understanding Medicare from A to D

What You'll Learn RISING HEALTH CARE COSTS: Health care costs continue to climb. Is there a way to help plan for and mitigate these costs? MEDICARE: What is and is not covered by traditional Medicare PRESCRIPTION DRUG COSTS – Are prescriptions covered? When do you need a Medicare Advantage plan or Part D coverage? MEDICARE SUPPLEMENT INSURANCE: Simple answers to common questions about supplemental coverage and Medigap policies

2nd Annual St. Patrick's Day Event! ☘️

A Guide to Your Information and Defending Against Identity Theft

Join us for "A Guide to Your Information and Defending Against Identity Theft," where we explore the evolving cyber threat landscape. Learn how to **Know, Monitor, and Defend** your personal information against breaches, malware, and identity theft. Empower yourself with actionable insights from Christina Cuffari! Secure your spot today!

Social Security: Planning for Retirement

Join our complimentary webinar to learn how to maximize your Social Security benefits! Discover eligibility, timing, spousal benefits, tax strategies, and common pitfalls. Reserve your spot today and pursue your financial future!

Powering the Future: Advancements in AI-Optimized Hardware and Their Impact on Data Centers and Beyond

Join our webinar to discover how cutting-edge AI-optimized hardware is revolutionizing data centers and industries. Learn about next-gen GPUs, CPUs, and their impact on AI workloads, infrastructure, and the future of technology! Don’t miss out!

☘️ Let's Celebrate St. Patrick's Day Early! ☘️

You're Invited! Step Into Our Newly Transformed Office Space

Whether you're an existing client, considering working with us, or a friend of Cetera Investors/DanDarah Wealth Management, stop by anytime during the event to see our new space and meet our team. We look forward to celebrating with you!

Webinar: Medicare Made Easy and the Rising Cost of Health Insurance in Retirement

What You'll Learn RISING HEALTH CARE COSTS – Health care costs continue to climb. Is there a way to help plan for and mitigate these costs? MEDICARE – What is and is not covered by traditional Medicare PRESCRIPTION DRUG COSTS – Are prescriptions covered? When do you need a Medicare Advantage plan or Part D coverage? MEDICARE SUPPLEMENT INSURANCE – Simple answers to common questions about supplemental coverage and Medigap policies

College Funding Strategies FAFSA, Financial Aid & Scholarships

October 1st is the first day you can apply for the FAFSA for the school year 2025-2026. The FAFSA rules changed for the school year 2024-2025. Do you know the impact of these changes on your clients? With that in mind, we will be hosting a virtual workshop on Thursday, October 10th at 6:00 PM. Topics covered will include: How the EFC (Expected Family Contribution) is calculated.              Recent changes to some of the important dates.              Changes to the FAFSA because of the CARES Act and implications for your clients.              How to utilize multiple options to pay for college while minimizing the impact on financial aid.

2024 Markets & Election Cycle Webinar

Webinar: Market Update with our strategic partner Mike Corasantiti from Franklin Templeton

We invite you to join us for a webinar along with our strategic partner, Franklin Templeton. This is a great opportunity to hear how we are viewing the recent volatility in the market and hear Mike Corasaniti, Insurance Regional Director of Franklin Templeton. 

Shred Day

There's nothing more important than protecting your identity. Responsibly destroying sensitive documents is a smart way to stay safe. Please DanDarah Wealth Management for Shred Day. Every ton of recycled paper saves 17 trees, so feel free to bring your friends and loved ones along!

Advanced College Savings Concepts

As you embrace the journey of professional advancement, you may find yourself pondering about the future education scenario for your children or perhaps for yourself. Whether you're a young professional considering further study, a parent evaluating options for your children's higher education, or someone contemplating a mid-career return to academics, we comprehend the covet of having a robust college plan in place.

State of the Markets 2022 W/Noah Kroll from Black Rock

During today's briefing you will hear from Noah Kroll Director of Global Allocations at Black Rock. He believes that this is a great time to review how far the markets have come and talk about what might lay ahead.

Webinar: Prepare for the Journey Market Strategies with our Strategic Partner Carlos Barbosa from Horizon Investments

We invite you to join us for a webinar along with our strategic partner, Carlos Barbosa from Horizon Investments. This is a great opportunity to hear how they plan through these ever changing market conditions and how Carlos Barbosa Eastern Division Director can be a valuable partner.  As he discusses the impact of the market and hopefully provides some clarity in this time of uncertainty as it could impact your goals.

Webinar:Election Impact on the Market Update with our strategic partner Anthony Camilleri from Capital Group/American Funds

We invite you to join us for a webinar along with our strategic partner, CapitalGroup/American Funds. This is a great opportunity to hear how they see the impact on the market do the Presidential Election and hear Anthony Camilleri Wholesaler.

Webinar: Market Update with our strategic partner Terry Ober from Richard Berstein Advisors

We invite you to join us for a webinar along with our strategic partner, Richard Bernstein Advisors. This is a great opportunity to hear how we are viewing the recent volatility in the market and hear Terry Ober National Director of the Portfolio Specialists Group. 

Webinar: Market Update with our strategic partner Gary Chubb from Meeder Investments

We invite you to join us for a webinar along with our strategic partner, Meeder Investments. This is a great opportunity to hear how we are viewing the recent volatility in the market and hear Gary Chubb, National Sales Consultant at Meeder Investments.

Webinar: Tax Managed Solutions with Russell Investments

We invite you to join us for a webinar along with our strategic partner, Russell Investments. This is a great opportunity to hear how Tax Managed Solutions could be a part of you plan and to hear from Robert Kuharic, CFA® Investment Strategist for Tax Managed Solutions at Russell Investment.

Market Update: Webinar with JP Morgan Chase

We invite you to join us for a webinar along with our strategic partner, J.P. Morgan Asset Management. This is a great opportunity to hear how we are viewing the recent volatility in the market and hear from Zachary O’Connor, Vice President and Client Advisor, serves the Subadvisory/Insurance distribution channel of J.P. Morgan Asset Management .Brian Taggart, CFP ®, CRPC ®, is a Divisional Vice President for AIG's U.S. life insurance and retirement business. He will be discussing retirement income solutions.

Roth IRA Conversions, an effective retirement strategy: Guest Speaker L. Kelly LaVigne, J.D.

We invite you to join us for a webinar along with our strategic partner, Allianz Life Insurance Company of North America. This webinar will go into how, if approached correctly, Roth IRA conversions can be an effective strategy in an effort to create as much after tax/tax free money as possible. Our guest speaker today is L. Kelly LaVigne, J.D. Vice President, Advanced Markets for Allianz Life Insurance Company of North America.

Market Update: Webinar with Goldman Sachs Asset Management

We invite you to join us for a webinar along with our strategic partner, Goldman Sachs Asset Management. This is a great opportunity to hear how we are viewing the recent volatility in the market and hear from Michael A. Gregory Jr.,is a Vice President and Regional Sales Director for Goldman Sachs Asset Management’s Variable Annuity Distribution Team.Brian Taggart, CFP ®, CRPC ®, is a Divisional Vice President for AIG's U.S. life insurance and retirement business. He will be discussing retirement income solutions.

Exclusive Market Insights: Conference Call with Gene Goldman

During this presentation, Mr. Goldman, will review the causes of recent market volatility, the expectations for the remainder of 2020 and the importance of the diversification. ** These are subject to change according the market's changes daily...

Market Update: Conference Call with BlackRock

We invite you to join us for a conference call along with our strategic partner, Blackrock, the world's largest asset manager. This is a great opportunity to hear how we are viewing the recent volatility in the market and hear from Lindsey Dia, Vice President, is a Product Strategist for BlackRock's Model Portfolio Solutions business.