Events

Upcoming Events

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

Past Events

January 9, 2024

6:00p - 6:30p

Zoom Webinar

Second Tuesdays with Sovereign: The Year Ahead (Video Replay Available)

Sovereign’s Founder & CEO, Chuck Failla, CFP, will share his thoughts about the year ahead – both with regards to the markets as well as what’s in the works to enhance the client experience at Sovereign.

November 14, 2023

6:00p - 6:45p

Zoom Webinar

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!

October 10, 2023

6:00p - 6:30p

Zoom Webinar

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!

September 12, 2023

6:00p - 6:45p

Zoom Webinar

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.

August 8, 2023

6:00p - 7:00p

Zoom Webinar

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!

July 11, 2023

6:00p - 6:30p

Zoom Webinar

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!

June 13, 2023

6:00p - 6:30p

Zoom Webinar

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.

April 11, 2023

6:00p - 7:00p

Zoom Webinar

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.

March 14, 2023

6:00p - 7:00p

Zoom Webinar

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":

January 10, 2023

6:00p - 7:00p

Zoom Webinar

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.

December 13, 2022

6:00p - 7:00p

Zoom Webinar

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...

November 8, 2022

6:00p - 7:00p

Zoom Webinar

Second Tuesdays with Sovereign: Economic Update

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

October 26, 2022

12:00p - 1:30p

The Capital Grille (Stamford, CT)

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.

October 11, 2022

6:00p - 7:00p

Zoom Webinar

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...

October 13, 2021

6:00p - 8:00p

The Residence at Summer St.

Long Term Care Seminar: Stamford

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

March 24, 2021

5:30p - 6:30p

Zoom

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!

December 9, 2020

6:00p - 8:00p

The Capital Grille

December 2, 2020

6:00p - 8:00p

Stamford Yacht Club

November 10, 2020

6:00p - 7:00p

Zoom

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.

September 16, 2020

6:00p - 8:00p

The Capital Grille

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.

September 10, 2020

6:00p - 8:00p

The Cornell Club

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.

June 10, 2020

1:00p - 2:00p

Zoom Meeting

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.

May 20, 2020

6:00p - 8:00p

The Capital Grille (Stamford)

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

May 14, 2020

6:00p - 8:00p

The Cornell Club (NYC)

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

May 5, 2020

4:30p - 5:30p

Live Webinar

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.

December 12, 2019

6:00p - 8:00p

Stamford Yacht Club

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

December 5, 2019

6:00p - 8:00p

The Capital Grille (NYC)

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

September 25, 2019

6:00p - 8:00p

The Capital Grille (Stamford)

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

September 10, 2019

6:00p - 8:00p

The Cornell Club (NYC)

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,

May 22, 2019

6:00p - 8:00p

The Capital Grille (Stamford)

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

May 7, 2019

6:00p - 8:00p

The Cornell Club (NYC)

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.

Event Registration


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