Events

What does it take to retire? How much money do you need? Where does Social Security fit and how do I make the most of my assets?

These are some of the questions our advisors address with retirees and soon to be retirees in classes and webinars. At this time our events are online only. We will be offering educational webinars at no cost to the attendees.

Listen Live to the Davis Wealth Management Advisor Team chat about various financial topics on the New Hampshire Wake Up Show every Thursday at 12:30 pm on WTPL 107.7 The Pulse or WEMJ 107.3. If you prefer, we have a podcast of prior live shows Your Healthy Retirement Podcast

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

November 17, 2020

6:00p - 9:00p

The Granite Restaurant at the Centennial Inn

Canceled- Retirement Lifestyle Planning Workshop- Canceled

Building a stronger foundation for your retirement income. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. During this event Steve Davis will share some ideas and strategies to help ensure financial peace of mind and security throughout the golden years.

July 15, 2020

7:00p - 7:30p

Your home

Outlook 2020 Your Retirement Vision

Even before the pandemic, we were all still a bit scarred by the events in 2008 in which major markets lost 30% of their value. Let us look at today- 12 years later. We will discuss the 3 greatest risks faced by retirees and those nearing retirement. Market Volatility- Taxes and Inflation

June 24, 2020

7:00p - 7:30p

Online Webinar

Bear Market Webinar (7 pm)

Join us to discover how to better protect yourself for a more successful retirement. To register for the class, please click the REGISTER button to the left or call our office at 888-333-3818

June 17, 2020

11:30a - 12:30p