Broker Check

Events

Upcoming Events

May 23, 2024

12:00p - 1:00p

Zoom

Register

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.

Past Events

April 9, 2024

12:00p - 1:00p

Zoom

Preparing for Your Home Purchase

What we will cover: - Saving for your down payment - Cash flow analysis before your home purchase - Building emergency savings - Tips on the home buying process

March 26, 2024

12:00p - 1:00p

Zoom

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.

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 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!

Event Registration