Current events
Currently there are no upcoming events. Stay tuned for new events posted regularly!
Market Perspectives: Timely Insights into Global Markets
With Candice Tse from Goldman Sachs.
Thursday, May 14th 2026
12pm EST / 10am MT
Archived events
Outlook 2026: The Future is Now
A Planning Alternatives sponsored event with Rajeev Kapur & Nathan Mersereau
Thursday, January 22
Unraveling Medicare
A webinar and live Q&A with Joanne Giardini-Russell of Giardini Medicare Hosted by Planning Alternatives
Wednesday, September 10, 2025
What in the World Is Going On?
A Webinar and live Q&A with Jeffrey Kleintop, Managing Director, Chief Global Strategist, Charles Schwab and Nathan Mersereau, CEO, Planning Alternatives
Thursday, May 22, 2025
Outlook 2025: Blue Zone Solutions for a Longer Life with Dan Buettner
Wednesday, January 29, 2025
Birmingham, MI, Sarasota, FL, Naples, FL, Jackson Hole, WY, and Online
Shift Your Money Mindset
A live webinar with Dr. Julie Colwell and Nathan Mersereau
Tuesday November 12, 2024
Let’s connect.
We’d love to talk about what you and your family need and how we can help.

