Upcoming Events Check back soon for new events! Past Events 2024 Market Outlook WebinarWhat’s in store for 2024? Watch the replay of our Market Outlook webinar where we share expectations for stock and bond…When: January 17, 2024Read MoreYear-End Planning Opportunities 2023New and tried and true planning opportunities that can help you maximize your wealth and prepare for 2024 before the…When: October 23, 2023Read MoreFall Market Outlook webinarIn this Fall Market Outlook webinar we provide an update on the markets, economy, the major themes impacting our world…When: October 12, 2023Read MoreIs Your Target Date Fund Missing the Mark?Are you counting on target date funds to get you to and through retirement? While popular and seemingly easy, many…When: September 27, 2023Read MoreSocial Security – Get What You DeserveHow confident are you feeling about social security? The decisions you make can have a tremendous bearing on the total…When: August 30, 2023Read MoreFleeting opportunities: Two things to do in your portfolio now.What was is not what will be. Investment opportunities within both fixed income and equity markets have changed. During this…When: July 26, 2023Read MoreSavvy Medicare PlanningAre you approaching age 65 or retirement? Then this webinar on how to optimize your health care is for YOU!When: June 28, 2023Read MoreMarket Update Webinar Featuring Liz Ann SondersPlease join us for a live Market Update Webinar featuring a very special guest, Liz Ann Sonders! Liz Ann and…When: May 15, 2023Read MoreWho Gets My Belongings When I Die?During this webinar Heritage Financial Senior Wealth Manager, Matt Carron, and Mark Skandier, estate planning attorney with Private Wealth Counsel LLC, will discuss…When: March 8, 2023Read More2023 Market Outlook WebinarWatch our 2023 Market Outlook webinar replay where Heritage Financial’s Chief Investment Officer, Bob Weisse, CFA, CFP®, and Brad Long,…When: January 10, 2023Read More