Current events
Currently there are no upcoming events. Stay tuned for new events posted regularly!
Unraveling Medicare
A webinar and live Q&A with Joanne Giardini-Russell of Giardini Medicare Hosted by Planning Alternatives
Wednesday, September 10, 2025
10 - 11am ET
Season Contemporary Art Fair
A Planning Alternatives sponsored event with panelist Nathan Mersereau
Saturday, September 27
1:00–1:45 p.m.

Archived events
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.