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  2. Special Events
  3. Educational Events

Educational Events

At Sterling Investment Advisors, our focus is, and will always be, on our clients. It is our desire to offer opportunities that allow clients to enrich their knowledge of financial and investment concepts. We regularly offer educational events catered to the needs of our clients. At the end of each fiscal quarter, our president hosts a conference call to discuss and field questions about current economic and market news. We also conduct educational seminars on various financial-related matters and bring in industry experts, from which we can all learn and grow. Check the listing below to see what's coming up.

CURRENT EVENTS

Social Security Webinar

Presented by Sterling Investment Advisors, Ltd & our partner, Hartford Funds

This will be an educational discussion about Social Security. Understanding how timing, working and taxes impact on Social Security benefits can help you plan accordingly, avoiding surprises after it’s too late to make changes. Educate yourself today on these areas to help you make the most of your benefits tomorrow. A brief Q&A Session will follow.

Please RSVP by May 15, 2023, cathyw@sterling-advisors.com or 610-560-0400.

Date: Friday, May 19, 2023
Time:  Noon - 1:00pm EDT
Zoom Link: Join the Meeting 
Meeting ID:  842 2115 5086
Passcode: 369643

 

PAST EVENTS

Sterling Quarterly Advisor Call "Reversal of Fortune"
Facilitator: Tim Flatley
Wednesday, April 5, 2023
4:00pm ET
Dial-In Number: (929) 205-6099
Meeting ID: 862 8431 8275
We will discuss the current financial market environment.

 

 

 

 

 

No One Dies of Old Age: The Science of Vitality & Longevity
Presented by Dr. David Leonardi
A fascinating presentation on the science behind the aging process. Learn how to make lifestyle
choices that improve the quality of your life, longevity and professional performance.

Two Dates & Locations:

Union League of Philadelphia
140 South Broad Street
Philadelphia, PA 19102
     Sterling Investment Advisors, Ltd.
1055 Westlakes Drive
Berwyn, PA 19312
       

Update on China & Energy Markets
Facilitator: Tim Flatley
Virtual Call

   
Quarterly Update
Facilitator: Tim Flatley
Virtual Call
   

 

 

 

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