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

PAST EVENTS

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

Sterling Second Quarter Advisor Call
Facilitator: Tim Flatley
Date: Tuesday, July 9, 2024
Time: 4:00pm ET
Register: Zoom Registration Link

We will review the second quarter and financial markets.

Women + Investing
Date: September 2024
Format: Online Webinar

Oktoberfest
Date: October 2024
Location: Sterling Offices, Berwyn, PA

Sterling Third Quarter Advisor Call
Date: Wednesday, October 9, 2024
Registration: Info will be forthcoming.

Tax Efficient Strategies
Date: November 2024
Format: 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
Date/Times: Tuesday, March 5, 2024 (Noon ET) or Wednesday, March 6, 2024 (4:00pm ET)

Register: https://bit.ly/INVESTINGINFUTURE or email 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
Date: Tuesday, February 6, 2024
Register: https://bit.ly/3RO1Yn0

Noon ET

Join Zoom: Zoom Link
Meeting ID: 885 7606 6385
Passcode: 868250
One tap mobile: +13052241968,,88576066385# (US)

or

7:00pm ET

Join Zoom: Zoom Link
Meeting ID: 898 7318 6127
Passcode: 749048
One tap mobile: +13126266799,,89873186127# (US)

Sterling Quarterly Advisor Call: "Out with the old and in with the new?"
Facilitator: Tim Flatley
Date: Wednesday, January 10, 2024
Time: 4:00pm ET
Dial-In: (929) 205-6099
Meeting ID: 886 6084 8713

We reviewed the 2023 financial markets and a perspective for 2024.

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

This was an educational discussion about Social Security. Understanding how timing, working, and taxes impact Social Security benefits can help you plan accordingly and avoid surprises after it’s too late to make changes. A brief Q&A session followed.

Sterling Quarterly Advisor Call: "Reversal of Fortune"
Facilitator: Tim Flatley
Date: Wednesday, April 5, 2023
Time: 4:00pm ET
Dial-In: (929) 205-6099
Meeting ID: 862 8431 8275

We discussed 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
Format: Virtual Call

  

Quarterly Update
Facilitator: Tim Flatley
Format: Virtual Call