Events

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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Brian Dykstra

Dessert & Discussion: Cybersecurity

5/15/2017

Join us for coffee and dessert.

Brian Dykstra, CEO at Atlantic Data Forensics, will explain how to keep your identity safe and still be able to enjoy using your computers, tablets, and cell phones.

Thursday, June 15th

  • 7:00-7:30 ...
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Recent News

Recent News

Smart Job Hunting Strategies for Older Workers

Smart Job Hunting Strategies for Older Workers

5/1/2019 12:00:00 AM EDT
3 weeks ago

At just 2.7%, the unemployment rate for those 55 and older is the lowest for all age groups. Still, it can be intimidating to ...

Estate Planning: The Questions You Need to Ask

Estate Planning: The Questions You Need to Ask

4/16/2019 12:00:00 AM EDT
a month ago

EACH MONTH WE’LL SPOTLIGHT ONE CHAPTER FROM OUR 3-PART EBOOK SERIES,  "CARING FOR OUR AGING PARENTS".  

This Month's Focus is taken from eBook ...

Upcoming Events

Upcoming Events

Memorial Day: Office Closed

Memorial Day: Office Closed

5/27/2019 12:00:00 AM EDT
The FAI Office will be closed on Memorial Day.

Independence Day: FAI Office Closed

Independence Day: FAI Office Closed

7/4/2019 12:00:00 AM EDT
The FAI Office will be closed on July 4th.