Outlook 2021: Powering Forward (Lakeside Chats 1-6-21)
Powering ForwardJoin us this week as Adam takes us through the LPL Research Outlook 2021: Powering Forward which covers post-election policy, the economy, stocks and bonds, and LPL Research’s economic and market forecasts for 2021. Read More
Cyber Safety (Lakeside Chats 12-1-20)
Many of us, regardless of age or technical skill, find our daily lives intertwined with technology more often than we’d like. With that, comes vulnerability to computer viruses, scams & potentially identity theft. As in most cases, knowledge is power: therefore, we invite you to gain insight & knowledge from local tech company Twinstate. Read More
Gifting and Your Legacy: When is the best time to give?
Seriously considering the timing and focus of your gifting and legacy for the first time — or perhaps reconsidering it — was among the countless tough questions stimulated by the global coronavirus pandemic. For many, widespread death and uncertainty raised the perennial question: How do I want to be remembered? Read More
Election Impacts (Lakeside Chats 10-27-20)
This chat covered the timely topic of the possible long-term impact of an election on the stock market (hint – historically, it really doesn’t matter). Our host, David Keib, a wholesaler at Capital Group, home of American Funds, has 12 years of investment industry experience and has been with Capital Group for six years. Read More
Making Mason Jar Cheesecake (Lakeside Chat 10-14-20)
This week we had cake artist Janina Kotulich as our guest to show us how to bake delicious Caramel Apple Cheesecake in mini mason jars! See ingredients and supplies below if you'd like to follow along. Read More
Medicare: Open Enrollment (Lakeside Chat 10-8-20)
This week we will have guest speaker, Ronald Gist, discuss Medicare and the open enrollment period coming up. Ronald is a Health Insurance Counseling & Advocacy Program (HICAP) Counselor with the Clinton County Office for the Aging, and has been working with them for 10 years to help people get the most out of their Medicare benefits. And don’t worry if... Read More
How to Thrive During Volatile Markets (Lakeside Chats 9-30-20)
We discussed how to thrive during volatile markets to help you better understand what’s happening and what the future could hold. Read More
Financial Elder Abuse (Lakeside Chats 9-8-20)
Our guest hosts, Attorney Heather West and Doctor Kasey Stewart, joined us this week to discuss financial elder abuse this week at our Lakeside Chat. Read More