Events

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Past Events

30th
Sep. 2025

Transforming Social Security into a Winning Retirement Strategy

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.

14th
May. 2024

Medicare Mistakes

Laura Nash, CFP® , Relationship Manager » Glen J. Buco, CFP®, Director of Consulting Services » Presenters: West Financial Services’ Laura Nash, CFP®

14th
Mar. 2024

The Anatomy of a Soft Landing - More Growth and Less Inflation

Glenn Robinson, CFA, Chief Investment Officer of West Financial Services, Inc. Bradford Pineault, CFA, Fidelity Investments Vice President of Capital

28th
Feb. 2024

Understanding Social Security Decisions: Optimizing Your Benefits

West Financial Services’ relationship manager, Laura Nash, CFP® shared information about where Social Security stands today, how to maximize your benefits, changes to the program for 2024, and how your decisions can impact your benefits.

26th
Sep. 2023

The Retirement Puzzle: How to Fit All the Pieces Together.

Retirement can be the best years of your life, if you take the proper steps now.

8th
Feb. 2023

Your Estate Plan - Where to Start

Join Debby Cochran and Steven Sigsbury, Cochran Law Group, for an informative discussion on what you need to know about estate planning.

13th
Oct. 2022

Policy and Politics: Implications for Investors

Join Charles Schwab's Washington Insider, Michael Townsend, for an entertaining and informative discussion on how policy and political developments in Washington are impacting the markets.

14th
Sep. 2022

Social Security: With You Through Life's Journey

Join West Financial Services and David J. Melton, Public Affairs Specialist, Social Security Administration to discuss Social Security Retirement and Family Benefits, SSA Online Services and Medicare.

20th
Apr. 2022

Navigating College Search in a Changing Landscape

Navigating College Search in a Changing Landscape At West Financial, we have clients and employees helping their teenaged children figure out next

29th
Mar. 2022

What Will Impact Markets the Most ”Putin, Powell, or Petroleum?"

Join us for an opportunity to hear Bradford Pineault, CFA, Vice President of Capital Market Strategy at Fidelity Investments, and Glenn Robinson, CFA, former Chief Investment Officer of West Financial Services, Inc