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Events and Media

Upcoming Events

May 10, 2021

7:30p - 9:00p

VIRTUAL VIA ZOOM

Register

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.

Past Events

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 17, 2020

12:00p - 1:00p

Live Webinar Via Join.Me

Social Secuity Planning Live Webinar

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.

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


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