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Events

Upcoming Events

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 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.

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.

Past Events

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

Event Registration