Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
October 11, 2022
7:00p - 8:00p
Zoom
Major Changes to Student Loans October 2022
Do you have student loans? Do you have questions? Looking for guidance and information to navigate your student loan repayment strategy? Join us for an update and more detailed information on pubic student loan forgiveness. The clock is ticking to take advantage and file for public student loan forgiveness in prior years you may have missed.
September 28, 2022
12:00p - 1:00p
Zoom
Major Changes to Student Loans
Do you have student loans? Do you have questions? Looking for guidance and information to navigate your student loan repayment strategy? Join us for an update and more detailed information on pubic student loan forgiveness. The clock is ticking to take advantage and file for public student loan forgiveness in prior years you may have missed.
October 6, 2021
7:30a - 8:30a
Zoom
Financial Organization and Planning Webinar
This event is for Sterling Edge Financial Clients and Financial Planning Members. Providing education and access to their personal financial management platform.
July 27, 2021
7:30p - 8:15p
Zoom
Investing in Real Estate
The real estate market in the United States is worth over $16 trillion collectively. Investing in real estate is one of many ways investors save for the future, generate income and build wealth.
July 20, 2021
12:30p - 1:00p
Zoom
Real Estate Renovations
Are you thinking about renovating your home? How about buying and renovating a home? If so, you will want to join us to gain perspective on the process from Designer Alison Besikof.
June 1, 2021
12:15p - 12:45p
Zoom / Webinar
Specialized Income Strategies
The average household paid down record amounts of debt in 2020. They also saved over $1.9 trillion dollars. This webinar is to share ideas and strategies for investors looking for income generation. Ways to earn a higher return then a savings account or short term bond fund.
May 18, 2021
12:00p - 1:00p
Zoom
Financial Mindset Webinar - May
Do you have goals for 2021? How are you going to get there? How can you increase your chances of success? Gain perspective, ideas and courses of action to help you identify and make changes to support your goals in 2021.
May 11, 2021
7:30p - 8:00p
Zoom
Get the most out of Emoney - May 2021
Sterling Edge Financial Financial Planning clients receive access to Emoney, a secure online platform to organize all of your finances, track progress toward financial goals and share information securely with your advisor.
May 4, 2021
12:00a - 12:30p
Zoom / Webinar
Opportunities Investing in Preferred Stock
Preferred stock is an asset class few know about, invest in or full understand. Given the nature of preferred stock there are advantages, opportunities and risks for investors to further diversify their holdings while generating ongoing income.
April 29, 2021
10:00a - 11:00a
Zoom
Learn more about Environmental and Socially Responsible Investing
Where are your investment earnings coming from? What if you could have the added piece of mind your investments are generating a secondary return? Join us to learn more about new investment strategies to better align your money with your personal values, the environment and social standards.
April 28, 2021
7:00p - 7:30p
Zoom
First Time Home Buyers Event
Looking to become a homeowner in 2021 or 2022? Feeling a little overwhelmed about the process? Join us to get prospective on how to get prepared. How to avoid common mistakes that could cost you thousands of dollars.
April 27, 2021
7:00p - 8:00p
Zoom
Financial Mindset Webinar - April 27th
Do you have goals for 2021? How are you going to get there? How can you increase your chances of success? Gain perspective, ideas and courses of action to help you identify and make changes to support your goals in 2021.
April 22, 2021
7:00p - 7:45p
Zoom
Investing in Renewable Energy
This event will provide ideas, prospective and specific investing strategies in the area of renewable power generation.
April 19 - April 20, 2021
1:00p - 1:30p
Zoom
Get the most out of Emoney
Sterling Edge Financial Financial Planning clients receive access to Emoney, a secure online platform to organize all of your finances, track progress toward financial goals and share information securely with your advisor.
April 14, 2021
12:30p - 1:30p
Zoom
Opportunities in Private Equity
This event will provide education, ideas and an overview of private equity investments and how they differ from traditional equity and debt investments.
March 23, 2021
7:00p - 8:30p
Zoom
Financial Mindset Webinar - March
Do you have goals for 2021? How are you going to get there? How can you increase your chances of success? Gain perspective, ideas and courses of action to help you identify and make changes to support your goals in 2021.
March 9, 2021
12:00p - 1:00p
Zoom
Learn more about Environmental and Socially Responsible Investing
Where are your investment earnings coming from? What if you could have the added piece of mind your investments are generating a secondary return? Join us to learn more about new investment strategies to better align your money with your personal values, the environment and social standards.
March 2, 2021
7:00p - 7:30p
Zoom
Check-In Webinar
What is financial planning? What are financial challenges and opportunities on the horizon in 2021? What questions and processes should you consider to further your financial mindset and goals? Get answers to these questions and more.
February 9, 2021
12:00p - 12:45p
Zoom
Finding Your Edge with Financial Planning 2021
What is financial planning? What are financial challenges and opportunities on the horizon in 2021? What questions and processes should you consider to further your financial mindset and goals? Get answers to these questions and more.
February 3, 2021
7:00p - 8:15p
Zoom
Financial Mindset Webinar
Do you have goals for 2021? How are you going to get there? How can you increase your chances of success? Gain perspective, ideas and courses of action to help you identify and make changes to support your goals in 2021.
January 17, 2020
8:00a - 9:30a
Sterling Edge Financial
Coffee Break
Join us for a coffee break and donuts. No presentation or agenda. Just an opportunity to connect and ask questions with Kit Lancaster CFP, AWMA.
June 27, 2019
6:30p - 8:22p
Financial Planning in your 30s
Financial goals, opportunities and challenges change in our 30s. Join us to learn about 5 key strategies to protect and elevate your financial strategy and financial plan. - Investment mistakes to avoid - Preparing for higher taxes on the horizon - Insurance mistakes to avoid - Preparing for your next career move - Financial planning strategies that can save you time