Events

Upcoming Events

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

Past Events

September 12, 2022

6:00p - 7:00p

Virtually by Zoom

Medicare Seminar - ZOOM

DSL Financial Services invites you to join us, in conjunction with Michael Graci of Blackrock, for an educational zoom event to discuss the different aspects of Medicare.  Some topics that we will cover: Medicare Parts explained in clear, understandable language Enrollment details and deadlines Prescription Drug Plan Medigap The session will begin at 6:00 p.m. on September 12th.  If you are interested in attending, please click the button to register and the zoom link will be forwarded via email. Please feel free to forward your questions ahead of time to Kelsi.Sedore@lpl.com, Susanne.Barbaro@lpl.com or Eric.Bojarczuk@lpl.com so we can ensure that they all are answered. If you feel that this information is not relevant to you at this time, please forward the event to anyone who you think would benefit.  Everyone is welcome!

July 6, 2022

6:00p - 7:00p

Virtually by Zoom

The Psychology of Investing - ZOOM

A seminar on the investing mistakes you may not know you're making. Regardless of how sophisticated or well-intentioned an investor you are, we are all susceptible to thoughts and emotions that can be detrimental to our investments. Join us to discuss: • What behaviors to watch out for. • The impact they can have on your wealth. • How to minimize the impact of emotions on your investments. Please join us virtually on July 6th at 6:00 PM to learn more about Behavioral Finance.

April 28, 2022

6:00p - 7:00p

Virtually by Zoom

The Psychology of Investing - ZOOM

A seminar on the investing mistakes you may not know you’re making. Regardless of how sophisticated or well-intentioned an investor you are, we are all susceptible to thoughts and emotions that can be detrimental to our investments. Join us to discuss: • What behaviors to watch out for. • The impact they can have on your wealth. • How to minimize the impact of emotions on your investments. Please join us virtually on April 28th at 6:00 PM to learn more about Behavioral Finance.

February 23, 2022

6:00p - 7:00p

Virtually by Zoom

Creating a Family Love Letter - ZOOM

The incapacity or death of a family member is always a traumatic event.  However, the emotional turmoil and family pain is often magnified by the resulting confusion over the lack of planning or information about your assets, liabilities, and intentions.   I have seen first-hand the stress, anxiety, and family conflict that can ensue after a family member passes when there is an incomplete plan in place or even worse, no plan at all.  Estate planning can become a positive experience for your family, influencing the future of your children and grandchildren. You can have a lasting legacy of your values and a demonstration of your love.  Please join us virtually on February 23rd at 6:00 PM to learn more about “The Family Love Letter”.  You will learn about a structured process that will help you organize, prioritize and develop your plan to protect and preserve your family.

January 20, 2022

6:00p - 7:00p

Virtually by Zoom

Health and Wealth Seminar - ZOOM

DSL Financial Services invites you to join us, in conjunction with Michael Graci of Blackrock and special guest Mike Arteaga of Mike Arteaga's Health and Fitness Centers, for an educational zoom event to discuss the intersection between your health and your money. The global pandemic has showed how health issues can impact markets and economies. Have you considered how your health may affect your money?

November 11, 2021

6:00p - 7:00p

Virtually by Zoom

Medicare Seminar - ZOOM

DSL Financial Services invites you to join us, in conjunction with Jen Taboada of Blackrock, for an educational zoom event to discuss the different aspects of Medicare. 

August 17, 2021

6:00p - 7:00p

Virtually by Zoom

Social Security Seminar - ZOOM

Filing for Social Security is one of the biggest financial decisions you'll make. That's why it's the choice of a lifetime. At this seminar, you'll learn many filing rules and strategies so you can make the choice that fits with your overall retirement income plan.

Event Registration