Events
Continuum Consulting Group provides monthly informational briefings on topical issues in financial planning. Our goal is to provide information and education on the most relevant financial planning strategies, insights into the economy and financial markets. The briefings are designed to help you better plan for your future.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
January 25, 2024
12:00p - 1:00p
Zoom Webinar
November 30, 2023
12:00p - 1:00p
Zoom Webinar
October 26, 2023
12:00p - 1:00p
Zoom Webinar
September 28, 2023
12:00p - 1:00p
Zoom Webinar
August 31, 2023
12:00a - 1:00p
Zoom Webinar
May 25, 2023
12:00p - 1:00p
Zoom Webinar
April 27, 2023
12:00p - 1:00p
Zoom Webinar
March 30, 2023
12:00p - 1:00p
Zoom Webinar
February 23, 2023
12:00p - 1:00p
Zoom Webinar
January 26, 2023
12:00p - 1:00p
Zoom Webinar
November 17, 2022
12:00p - 1:00p
Zoom Webinar
October 27, 2022
12:00p - 1:00p
Zoom Webinar
September 29, 2022
12:00p - 1:00p
Zoom Webinar
August 25, 2022
12:00p - 1:00p
Zoom Webinar
July 28, 2022
12:00p - 1:00p
Zoom Webinar
June 30, 2022
12:00p - 1:00p
Zoom Webinar
May 26, 2022
12:00p - 1:00p
Zoom Webinar
April 28, 2022
12:00p - 1:00p
Zoom Webinar
March 31, 2022
11:00a - 12:00p
Zoom Webinar
February 24, 2022
12:00p - 1:00p
Zoom Webinar
January 27, 2022
11:00a - 12:00p
Zoom Webinar
November 18, 2021
11:00a - 12:00p
Zoom Webinar
October 28, 2021
11:00a - 12:15p
Zoom Webinar
September 30, 2021
11:00a - 12:00p
Zoom
August 26, 2021
11:00a - 12:00p
Zoom
July 29, 2021
11:00a - 12:00p
Zoom Webinar
June 24, 2021
11:30a - 12:45p
Zoom Webinar
May 27, 2021
11:00a - 12:00p
Zoom Webinar
April 29, 2021
11:00a - 12:15p
Zoom Webinar
March 25, 2021
11:00a - 12:00p
Zoom Webinar
February 25, 2021
11:00a - 12:30p
Zoom Webinar
January 28, 2021
11:00a - 12:30p
Zoom Webinar
November 19, 2020
11:00a - 12:00p
Zoom Webinar
October 29, 2020
11:00a - 12:15p
Zoom
October 22, 2020
2:00p - 3:00p
Zoom Webinar
September 24, 2020
11:00a - 12:00p
Zoom
September 16, 2020
11:00a - 11:45a
Zoom
August 20, 2020
11:00a - 12:00p
Zoom
June 4, 2020
11:00a - 11:30a
Zoom Link Will Be Distributed
April 28, 2020
10:00a - 11:00a
Zoom Link will be Distributed
April 10, 2020
10:00a - 11:00p
Zoom Link will be Distributed
April 2, 2020
1:00p - 2:00p
Zoom Link will be Distributed
March 20, 2020
11:00a - 12:00p
Webinar Link will be Distributed
November 21, 2019
11:30a - 1:00p
Il Fornaio Restaurant
Social Security Planning
Jeffrey Rodriguez, Public Affairs Specialist with the Social Security Administration will present a workshop on Social Security benefits. Mr. Rodriguez will discuss the solvency of the Social Security Trust Fund, important Social Security ages, benefit calculations and online access.
October 24, 2019
11:30a - 1:00p
Il Fornaio Restaurant
Retirement Income Planning
Discuss Retirement Income Planning.
September 26, 2019
11:30a - 1:00p
Il Fornaio Restaurant
Navigating the Medicare Maze
Ella will review the structure and costs of Medicare Parts A, B, C and D. She will discuss the difference between Medicare Supplements and Medicare Advantage Plans. She will also review key enrollment periods, Medicare’s high-income surcharges and late enrollment penalties.
August 22, 2019
11:30a - 1:00p
Il Fornaio Restaurant
Housing Market Update
Update on the Housing Market
July 25, 2019
11:30a - 1:00p
Il Fornaio Restaurant
Market & Economic Update
Dan will be covering Oppenheimer Funds’ outlook for the remainder of 2019, including expectations around trade interest rates and the federal reserve, and which asset classes they are recommending.
June 27, 2019
11:30a - 1:00p
Il Fornaio Restaurant
Identity Theft
Craig will discuss the increase in database breaches and how to minimize your risk of identity theft. In addition, Craig will provide helpful tips on storing pins and passwords, protecting your smartphone and securing your digital and physical household. Craig developed this presentation to help people truly understand their exposure to identity theft and give them simple and prudent tools to minimize that exposure.
May 30, 2019
11:30a - 1:00p
Il Fornaio Restaurant
Tax Efficient Investing
This session will provide a review of the current Federal Income Tax system and investment tax management. In addition, Dean will discuss factors to consider when looking at capital gains and losses. Dean will also demonstrate how tax efficiency can add value to your portfolio.