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
![]() |
Sterling Quarterly Advisor Call "Hot Summer in the Markets" Facilitator: Tim Flatley Monday, July 10, 2023 4:00pm ET Dial-In Number: (929) 205-6099 Meeting ID: 899 6723 0971 We will discuss the current state of the financial markets. |
PAST 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 |
![]() |
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 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 |
||
![]() |
Quarterly Update Facilitator: Tim Flatley Virtual Call |