Events

College Planning Essentials Webinar

Creating a Family Love Letter

Making Medicare Work for You

Please join us! Social Security Webinar

DSL Financial Services invites you to join us, in conjunction with Nuveen, for a webinar about Social Security on June 15 at 12 PM. People often assume that the information on annual Social Security statements are all they need to know about their expected benefits. But statements provide a very limited view. In fact, most people don’t realize the full impact of the choices they make or the alternatives available to them until it’s too late. Some of the topics that will be covered: -When should you start collecting? -Do you need to stop working first? -How can divorcés/ widows collect more? -How long will Social Security remain solvent? During the zoom event, you’ll learn many filing rules and strategies so you can make the choice that fits with your overall retirement income plan.

Behavioral Finance

Volatility in the markets is not an uncommon phenomenon, it happens each year. It’s not market volatility but rather our reaction to it that tends to have the biggest impact on portfolio performance over time. First Eagle’s Behavioral Finance presentation is designed to help ensure that emotional decisions don’t derail long-term investment strategies based on financial goals.

Long-term perspective on markets and economies

Please join DSL Financial Services, in conjunction with Peter Olson of Capital Group, for a seminar discussing current economic and market outlooks for 2023.  To join us virtually on April 18th at 12:00 PM and learn more about the long-term perspective on markets and economies, please click the link to register.  The GoTo link will be forwarded via email.

Webinar - 10 Myths About College Savings Plans

Please join DSL Financial Services in conjunction with John Hancock Investment Management for a seminar on college savings plans on Tuesday, March, 7th at 5:30 PM.

Cybersecurity Seminar - ZOOM

In honor of Identity Theft Awareness Week, please join DSL Financial Services in conjunction with Putnam Investments for a seminar on cybersecurity and identity theft.  Cybercrime and identity theft are real risks that everyone faces all too often. Join us via Zoom to learn about the best practices for prevention on Tuesday, February, 7th at 2PM. Putnam Investments is not affiliated with DSL Financial or LPL Financial.

Speaking of Markets - Click for Link to Slides

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 November 15th 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.

Social Security Seminar - ZOOM

Filing for Social Security is one of the biggest financial decisions you'll make. As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan.

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!

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.

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.

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.

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?

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. 

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.