Events

Investment Commentary

Q4 2019 Investment Commentary Webinar

1/11/2020

January 30, 2020 | 11am

Presidential Elections – Fear Is Significantly More Than Market Impact 

Curt Gross, Chief Investment Officer, will be hosting a webinar at the end of each quarter to review his Quarterly Investment Commentary and answer your questions. We ...

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FAI Moving in Retirement

Webinar: Thinking of Moving in Retirement?

10/28/2019

November 13, 2019 | 11am

Thinking of Moving in Retirement? 

Many of our clients contemplate moving as they near retirement. Join us for our November 13, 2019 Webinar for a panel discussion of real-world experiences and lessons learned when moving out ...

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Investment Commentary

Q3 2019: Quarterly Investment Commentary

9/27/2019

October 31, 2019

Curt Gross, Chief Investment Officer, will be hosting a webinar at the end of each quarter to review his Quarterly Investment Commentary and answer your questions.

We invite you to join the conversation on your investments.

If ...

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Suzanne Simpson

Webinar: When to Use a Trust When Leaving an Inheritance

9/26/2019

Thursday, October 17th, 11:00 AM – 12:00 PM

Our guest, attorney Suzanne Simpson of Simpson Law, PA, will start with, "What is a trust?", then provide a basic understanding of trusts and when it is advantageous to use a ...

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Kevin Dougherty of KMD Insurance

Kevin Dougherty of KMD Insurance

FAI's Annual Medicare 2019 Update with Kevin Dougherty

9/9/2019

Once again this year, we're honored to have Kevin Dougherty join us as an independent insurance agent specializing in Medicare. Although Medicare coverage doesn’t begin until you are 65, there are many choices and decisions to make. These ...

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FAIs Investment Webinar

FAI Wealth Management's 2nd Quarter Investments Review Webinar for 2019

6/5/2019

Join our next Investment Webinar from the comfort of your home or office.  On Thursday, August 1st at 11:00 a.m. Curt Gross, our Chief Investment Officer, will present the Second Quarter in Review and Commentary.
 

The webinar will ...

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FAI Spring Shred Day

Spring Shred Day

3/28/2019

Did you know that 1 in 4 Americans will be a victim of identity theft in their lifetime? Last year alone this resulted in financial losses totaling over $50 billion!

One way to avoid identity theft is to shred your ...

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FAI's 4th Quarter Investment Review

1/14/2019

Beginning in 2019, Curt Gross, Chief of Investments, will be hosting a webinar at the end of each quarter to review his Quarterly Investment Commentary and answer your questions. We invite you to join the conversation on your investments. 

Curt ...
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Stock Market Chart

Year-End Investment Review and 2019 Outlook Webinar

10/25/2018

Join us for our final webinar of the year:  FAI's Year-End Investment Review and 2019 Outlook.

Join our webinar from the comfort of your home or office, Thursday, November 8th as Curt Gross, our Chief Investment Officer, reviews the ...

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Are your aging parents aging you webinar

Webinar: Are Your Aging Parents Aging You?

9/6/2018

Join our panel of professionals for an interactive discussion pertaining to caring for aging parents including:
• Financial guardianship
• Estate planning
• Proactive support

Webinar participants will learn how to build an action plan that includes:
• Public Services
• Private help
• Having “the ...

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Fall Foods - Open House - Beer

Open House

7/20/2018

Join us at FAI for our Open House this fall. We will have a variety of fall foods, beers, and wines decorating the FAI Offices as we catch-up with fellow clients, colleges, and friends.

All food, beer, and wine has ...

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Coffee, Croissants, half eaten, birds eye view

Coffee, Croissants, and Conversation: Don't Be the Weakest of the Herd

3/15/2018

Chris Riismandel of Epoch will be speaking on being secure online.

Today’s IT security concerns are at all time high and it can be overwhelming.  We will identify a checklist of some basic steps every individual or business should ...

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Dessert & Discussion: Long-Term Care

10/4/2017

Kim Natovitz of Tri-Bridge Partners will once again join us to discuss the latest trends in Long Term Care.  Special emphasis in this discussion will be on utilizing  Aging Life Care Professionals (formerly known as Geriatric Care Management) with your ...

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Dessert & Discussion

Dessert & Discussion: Encore Careers

8/30/2017

Join us for Coffee and Dessert.


Wondering what you will do in retirement? Many retirees launch a new career that brings fulfillment.

Dr. Elizabeth Mahler will be discussing how individuals across the U.S. are harnessing the energy of their ...

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Kevin Dougherty Medicare Maze

Dessert & Discussion: The Medicare Maze

8/17/2017

Join us for coffee and dessert.

Kevin Dougherty, of KMD Insurance, will help you navigate through the Medicare Maze by explaining what to look for and what to avoid when signing up for Medicare. Medicare open enrollment is October 15th-December ...

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Recent News

Recent News

The SECURE Act --Tips to Help You Decipher the Fine Print

The SECURE Act --Tips to Help You Decipher the Fine Print

1/18/2020 12:00:00 AM EST
6 days ago

On December 20, 2019, the President signed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) into law.  The passage has ...

Q4 2019 Investment Commentary Webinar

Q4 2019 Investment Commentary Webinar

1/11/2020 12:00:00 AM EST
a week ago

January 30, 2020 | 11am

Presidential Elections – Fear Is Significantly More Than Market Impact 

Curt Gross, Chief Investment Officer, will be hosting a webinar at the ...

Upcoming Events

Upcoming Events

Q4 2019 - Quarterly Commentary & Webinar

Q4 2019 - Quarterly Commentary & Webinar

1/30/2020 11:00:00 AM EST

Memorial Day: Office Closed

Memorial Day: Office Closed

5/25/2020 12:00:00 AM EDT
The FAI Office will be closed on Memorial Day.