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

Event: Navigating Medicare
Presented by: Sterling Investment Advisors, Ltd. & Malloy Advisors
When: April 22, 2025
Time: Noon ET

To Register Visit: https://bit.ly/3EvOCZH

Choose the right plan based on your healthcare needs
Understand enrollment periods, eligibility, and avoiding penalties
Learn about different parts of Medicare (A, B, C, D) and what they cover

PAST EVENTS

Sterling Second Quarter Advisor Call
Facilitator: Tim Flatley
When: Tuesday, July 9, 2024
Time: 4:00pm ET

To Register Visit: https://us02web.zoom.us/webinar/register/WN_4FXlmPw9RQiF0vVIyOtmJA

We will review the second quarter and financial markets.

Women + Investing
September 2024
Online Webinar

Oktoberfest
October 2024
Sterling Offices, Berwyn, PA

Sterling Third Quarter Advisor Call
Wednesday, October 9, 2024
Registration info will be forthcoming.

Tax Efficient Strategies
November 2024
Online Webinar

More info to come.

Sterling Webinar "Investing in the Future: Opportunities in AI and Robotics"
Presented by Sterling Investment Advisors, Ltd. & Global X
Tuesday, March 5th, 2024 @ Noon ET or Wednesday, March 6th, 2024 @ 4pm ET

Register by clicking here or by emailing cathyw@sterling-advisors.com

Webinar will detail advances over the past 25 years and the momentum that the technology sector is currently displaying.

Building a Strong Foundation for Financial Success
Facilitator: Sean Flatley
Tuesday, February 6, 2024
Register Here: https://bit.ly/3RO1Yn0

Noon ET

Join Zoom Meeting: https://us02web.zoom.us/j/88576066385?pwd=YWtHbk9IN2dta2JhMDY1S3V3ZmJzUT09
Meeting ID: 885 7606 6385
Passcode: 868250
One tap mobile: +13052241968,,88576066385# US

7:00pm ET

Join Zoom Meeting: https://us02web.zoom.us/j/89873186127?pwd=Y3FqYTVqeGcya1lNc3laMWNTejkxZz09
Meeting ID: 898 7318 6127
Passcode: 749048
One tap mobile: +13126266799,,89873186127#

Sterling Quarterly Advisor Call "Out with the old and in with the new?"
Facilitator: Tim Flatley
Wednesday, January 10, 2024
4:00pm ET
Dial-In Number: (929) 205-6099
Meeting ID: 886 6084 8713
We will review the 2023 financial markets and a perspective for 2024.

Social Security Webinar
Facilitator: Sterling Investment Advisors, Ltd. & Hartford Funds
Friday, May 19, 2023
Noon ET

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.

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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Educational Events

CURRENT EVENTS

PAST EVENTS

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