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Events & Media

Upcoming Events

March 14, 2024

12:00p - 1:30p

Zoom

Educational Planning Strategies with College Match Guru & Anthony Petsis & Associates

Anthony Petsis and Associates along with College Match Guru are presenting an educational planning seminar designed to help you and your family gain a greater understanding of college selection and financial aid.

Past Events

November 16, 2023

4:00p - 5:00p

ZOOM

A Special Investment Markets Update Featuring renowned Economist Phil Blancato

Special Investment Markets Update Featuring renowned Economist Phil Blancato and how it effects your portfolio and investments at Anthony Petsis & Associates

November 16, 2022

12:00p - 1:30p

Zoom

Educational Planning Strategies with College Match Guru & Anthony Petsis & Associates

Anthony Petsis and Associates along with College Match Guru are presenting an educational planning seminar designed to help you and your family gain a greater understanding of college selection and financial aid.

June 7, 2022

12:00p - 1:00p

Live Webinar Via Zoom

Social Security Planning Live Webinar on 06/07/2022

Whatever your plans, this meeting will help you make informed decisions about your Social Security benefit options, and how much money you may need from other sources to supplement your retirement income. You'll also find out about variable annuities, a retirement income strategy which provides a steady stream of income that can help bridge any gaps.

May 10, 2021

7:30p - 9:00p

VIRTUAL VIA ZOOM

Special Needs Financial Planning VIRTUAL Presentation 05/10/2021 @ 7:30 PM

Presented by our Chartered Special Needs Consultant® Alexander Petsis, a virtual class detailing the basics of Special Needs Financial Planning hosted by Newtown Parks and Recreation.

February 17, 2021

12:00p - 1:00p

via WebEx

Petsis Client Webinar- a Long-term Perspective on Markets & Economies

Please join us on Wednesday, February 17th 2021 for Capital Group/American Funds' 2021 Economic outlook and Long-term Perspective on Markets & Economies.

February 8, 2021

7:30p - 9:00p

VIRTUAL VIA ZOOM

The Special Needs Financial Planning VIRTUAL Presentation 02/08/2021 @ 7:30 PM

Presented by our Chartered Special Needs Consultant® Alexander Petsis, a virtual class detailing the basics of Special Needs Financial Planning hosted by Newtown Parks and Recreation.

October 19, 2020

7:30p - 9:00p

Newtown Township Administration Building

The Special Needs Financial Planning Live Presentation 10/19/2020 @ 7:30 PM

Presented by our Chartered Special Needs Consultant® Alexander Petsis, a live class detailing the basics of Special Needs Financial Planning at the Newtown Township Administration Building.

September 21, 2020

7:30p - 9:00p

Newtown Township Administration Building

The Special Needs Financial Planning Live Presentation 09/21/2020 @ 7:30PM

Presented by our Chartered Special Needs Consultant® Alexander Petsis, a live class detailing the basics of Special Needs Financial Planning at the Newtown Township Administration Building.

June 3, 2020

12:00p - 1:00p

ZOOM Meeting

Petsis & Rothkoff present: The CARE'S Act; How it will impact me today and tommorow

Join us for a joint Rothkoff Law Group and Anthony Petsis & Associates Webinar on the impact of the CARE'S Act.

May 13, 2020

12:00p - 1:00p

via Live Webinar

The Basics of Special Needs Financial Planning Live Webinar

Presented by our Chartered Special Needs Consultant(R) Alexander Petsis, we learn that while the Special Needs Financial Planning process may not be easy, it doesn't have to be that difficult.

Event Registration