Events

Second Tuesdays with Sovereign: Market Update

With all that's happening in the markets (and the world) ... we've decided to bring back one of our favorite economist -- Lauren Goodwin!

Second Tuesdays with Sovereign: Market Update

Sovereign’s Founder & CEO will share his thoughts on current issues impacting the economy and the markets. The brief presentation will then be opened for Q&A, so, bring your questions!

Second Tuesdays with Sovereign: Medicare Planning

Embarking on the journey into Medicare can be both exciting and daunting. With so many choices, regulations, and nuances, understanding the right path for your health needs is essential. Join us for this comprehensive webinar on Medicare Planning, designed to guide you seamlessly through the maze of Medicare.

Second Tuesdays with Sovereign: Estate Planning (Replay Available)

Join us for an insightful webinar on estate planning. We'll be covering a wide range of topics, including wills, trusts, power of attorney, and estate taxes. The presentation will then be opened for Q&A, so, bring your questions!

Second Tuesdays with Sovereign: Market Update – Q3 (REPLAY NOW AVAILABLE)

Market Update – Q3: Sovereign’s Founder & CEO will share his thoughts on current issues impacting the economy and the markets. The brief presentation will then be opened for Q&A, so, bring your questions!

Second Tuesdays with Sovereign: Healthcare & Long Term Care in Retirement

Vanguard's Julia Fuentes will do a deep dive into Healthcare & Long Term Care issues facing retirees.

Second Tuesdays with Sovereign: Economic Update

Sovereign's Founder & CEO, Chuck Failla, CFP®, will be hosting a special guest speaker for a Q2 Economic Update.

Second Tuesdays with Sovereign: Time Value of Money

We will continue our focus on all things "Fixed Income"... This month, we will discuss the "Time Value of Money":

Second Tuesdays with Sovereign: Cash is Back!

Sovereign's Founder & CEO, Chuck Failla, CFP, will lead this discussion and share thoughts on the resurgence of high yielding money markets.

Second Tuesdays with Sovereign: Outlook for 2023

Join us for a discussion about Sovereign's outlook for 2023. And, as always, we will leave plenty of time for Q and A so, have your questions ready...

Second Tuesdays with Sovereign: Economic Update

Join us for an Economic Update delivered by Adam Schickling, CFA, Senior Economist with Vanguard.

Business Owners: How you can reduce costs & simplify the management of your company's 401K

This will be a "hybrid" event: "In Person": The Capital Grille, Stamford, CT and "Virtual": Via Zoom simulcast. This presentation and Q&A will cover strategies that business owners can implement to leverage retirement plans to reduce their taxable income while providing a valuable benefit to employees.

Second Tuesdays with Sovereign: Medicare Planning

Join us for a comprehensive presentation about what you want to consider as you evaluate your Medicare options. And, as always, we will leave plenty of time for Q&A, so, have your questions ready...

Long Term Care Seminar: Stamford

Guest speakers will discuss all aspects of long term care and hold a Q&A session after.

Virtual Town Hall: Economic Update (Zoom Webinar)

With all that's going on in the market... we've decided to bring back our favorite economist -- Lauren Goodwin!

Holiday Party: NYC

Holiday Party: Stamford

Virtual Town Hall: Post Election Market Commentary Webinar

The upcoming election will likely have a significant impact on the markets. So, we've decided to bring back one of our most popular guest speakers, Lauren Goodwin, to share her "post-election" thoughts with us.

Guest Speaker 9/16: TBD

Guest Speaker TBD 6:00pm - 6:30pm: Cocktails and passed hors d'oeuvres 6:30pm - 7:15pm: Speaker 7:15pm - 8:00pm: Q&A and more cocktails, passed hors d'oeuvres, coffee and dessert.

Guest Speaker 9/10: TBD

Guest Speaker TBD 6:00pm - 6:30pm: Cocktails and passed hors d'oeuvres 6:30pm - 7:15pm: Speaker 7:15pm - 8:00pm: Q&A and more cocktails, passed hors d'oeuvres, coffee and dessert.

Virtual Town Hall: Estate Planning in the Time of a Pandemic

Join us for a virtual, interactive discussion about estate planning in the time of a pandemic. In addition to having a robust, audience driven Q&A about current estate planning concerns, we will also cover specific ideas regarding how to review and update your estate documents during these challenging, socially distant times.

Guest Speaker 5/20: TBD

Speaker: TBD 6:00 - 6:30 pm: Cocktails & passed hors d’oeuvres 6:30 - 7:30 pm: Presentation 7:30 - 8:00 pm: Q&A and more cocktails, passed hors d'oeuvres, coffee and dessert

Guest Speaker 5/14: TBD

Speaker: TBD 6:00 - 6:30 pm: Cocktails & passed hors d’oeuvres 6:30 - 7:30 pm: Presentation 7:30 - 8:00 pm: Q&A and more cocktails, passed hors d'oeuvres, coffee and dessert

How to use Financial Planning to Navigate Turbulent Markets

This live webinar will be hosted by Sovereign's Principal, Charles "Chuck" Failla, CFP(r). Chuck will go into detail about Sovereign's process for integrating "Financial Planning" with "Money Management". Specifically... Chuck will explain how implementing and following a disciplined process can help navigate even the most turbulent of markets. He will go into detail about how Sovereign's methodology for "dovetailing" the planning process with investment decisions helps reduce risk and affords peace of mind.

Holiday Party: Stamford

Holiday Party No presentation... just good food, drink and company. Join us for some Holiday Cheer! 6:00 - 8:00 Cocktails / heavy Hors d'oeurvres

Holiday Party: NYC

Holiday Party No presentation... just good food, drink and company. Join us for some Holiday Cheer! 6:00 - 8:00 Cocktails / heavy Hors d'oeurvres

Cocktail Reception / Q3 Economic Update.

Join us at The Capital Grille (Stamford) for a cocktail reception and economic update. Our guest speaker will be James P. Farrell, CIMC

Cocktail Reception / Q3 Economic Update

Join us at The Cornell Club for a cocktail reception and economic update. Our guest speaker will be Lauren Goodwin, CFA,

Guest Speaker: Timothy Horsburgh

Speaker: TBD 6:00 - 6:30 pm: Cocktails & passed hors d’oeuvres 6:30 - 7:30 pm: Presentation 7:30 - 8:00 pm: Q&A and more cocktails, passed hors d'oeuvres, coffee and dessert

Guest Speaker: Professor Jeremy Siegel

Professor Siegel will be sharing thoughts on his current market and economic outlook for 2019. Cocktails and passed hors d'oeuvres will be served.