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At Sterling Investments Advisors, our clients come first. Each client is considered part of the Sterling family and we welcome opportunities to interact in both fun and educational settings. From art museum trips to car driving experiences to educational seminars, it is our goal to connect with and educate clients in meaningful ways. Click on a link below and join us at our next event.
CURRENT EVENTS
Educational Webinar: “What You Need to Know About Medicare” Our Medicare partner, Malloy Advisors, has teamed up with us to present a virtual Medicare overview as a free benefit. This will be an educational discussion on basic information about Medicare, important decisions to make and when to make them, Medicare conflict with HSAs, the COBRA trap when over 65, and other important details. A brief Q&A Session will follow. See below for more details. We invite you to submit questions during registration that you would like addressed during the call. |
PAST EVENTS
Educational Webinar: “Intentional Gifting: The Smart Way to Invest in a Child’s Future” We will discuss different investment accounts for your children including 529s, ABLE, Custodial Roth IRAs, HSAs, UTMAs |
Sterling Special Advisor Call #87 "Panic is not a Good Investment Strategy" We will review current state of the financial markets. We invite you to submit questions in advance during registration. |
Sterling Special Advisor Call #86 "The Calm in the Crisis. Navigating Market Volatility" We will review current state of the financial markets. We invite you to submit questions in advance during registration. |
| Sterling Fourth Quarter Advisor Call #85 "Persistent Uncertainty" We will review the 2025 financial markets and our perspective for 2026. We invite you to submit questions in advance during registration. |
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| Sterling Third Quarter Advisor Call #84 "Harvest Moon" We reviewed the third quarter and financial markets. |
| Sterling Oktoberfest 2025 & 25th Anniversary Celebration |
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| Sterling Second Quarter Advisor Call #83 "Peak of Summer Strategies" We reviewed current financial markets. |
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| Sterling First Quarter Advisor Call #82 "Spring Forward" We reviewed current financial markets. |
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| Oktoberfest |
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| Tax Efficient Strategies More information to come. |
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| Women + Investing |
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