Events & Media
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
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.