Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
October 30, 2023
6:00p - 8:00p
Seaons 52
Sip &Learn: Estate Planning Seminar for Women
Learn the fundamental estate management principles that can enable you to manage your financial and personal affairs during your lifetime and distribute your wealth after death. We will discuss wills, trusts, life insurance and other essential estate planning documents.
October 23, 2023
6:30p - 8:00p
Sofia's Italian Steakhouse
Sip & Learn: Life Insurance and What You Need to Know
Learn the basics of life Insurance: - Why you should buy life insurance. - How much you need to buy. - The uses of life insurance. - The difference types of life policies.
October 19, 2023
6:00p - 8:00p
Intergenerational Community Center
Protecting Your Wealth Life Insurance and Long-Term Care
Join me and Norfolk-Plymouth County Area Alumnae Chapter, Delta Sigma Theta Sorority, Incorporated for an exciting event where we dive into the world of wealth building and protection using life insurance and long-term care.
July 26, 2023
12:00p - 1:00p
Women, Wealth and Well Being
Women, Wealth and Well Being
Join us to discuss: • What wealth means to you. • Looking beyond the newspaper headlines. • How to get organized, get invested and move closer to achieving your goals.
July 12, 2023
12:00p - 1:00p
Zoom
Five Smart Investment Strategies
Five Smart Investing Strategies attempts to simplify the investment process. We’re going to review five strategies and show how they can help guide your approach to the financial markets.
June 30, 2023
12:00p - 12:30p
Zoom
Life Insurance and What You Need to Know
Learn the basics of life Insurance: - Why you should buy life insurance. - How much you need to buy. - The uses of life insurance. - The difference types of life policies.
June 28, 2023
12:00p - 12:30p
Zoom
Monarch Investment Advisors: How We Work with Our Clients
Join us for a webinar and learn how we work with our clients.
May 31, 2023
12:00p - 12:45p
Zoom
Paycheck Protection
Join us on May 31st to learn how to protect your biggest asset...YOU! We will discuss Paycheck Protection – Income when you cannot work due to an illness or injury, BUT still need to meet your financial obligations. Get your questions answered.
April 28 - April 29, 2023
5:30p - 7:00p
Thomas M. Menino YMCA
Fitness Together Series ~ Kickboxing & Yoga
Join us for kickboxing and yoga! We will start with 30 minutes of kickboxing followed by a 20 minute yoga (beginner friendly) cool down. A majority of the yoga poses will be standing, so if you have no yoga experience - no problem.
February 26, 2023
11:00a - 2:00p
Best Western Adams Inn
Heart Health Conference
Wear your favorite red dress and join us for our 1st annual Women's Heart Health Conference.
December 8, 2022
6:00p - 8:00p
Sip Wine Bar
Sip & Learn: Preparing for Your Home Purchase
What we will cover: • The reality of today’s real estate market • Tips on the home-buying process • Saving for your down payment • Cash flow analysis before your home purchase • Building an emergency savings
September 30, 2022
12:00p - 1:00p
Zoom
Life Insurance: What You Need to Know
September is Life Insurance awareness month and there is no better time to learn the basics & evaluate your life insurance needs.
September 28, 2022
6:00p - 7:00p
Zoom
Life Insurance: What You Need to Know
September is Life Insurance awareness month and there is no better time to learn the basics & evaluate your life insurance needs.
March 31, 2022
12:00p - 1:00p
Virtual Event ~ Zoom
Women, Wealth and Well-being
Join us on March 31st at noon to discuss: - What wealth means to you. - Looking beyond the newspaper headlines. - How to get organized, get invested and move closer to achieving your goals.
June 26, 2021
12:00p - 3:00p
4228 Washington St., Lower Level
Open House and Scavenger Hunt
Join Monarch Investment Advisors for our Open House event!