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.

PAST EVENTS

Sterling Fourth Quarter Advisor Call #85 "Persistent Uncertainty"
Facilitator: Tim Flatley
Date: Wednesday, January 14, 2026
Time: 4:00pm ET
Register: https://bit.ly/44V0jUb

We will review the 2025 financial markets and our perspective for 2026.

We invite you to submit questions in advance during registration.

Sterling Third Quarter Advisor Call #84 "Harvest Moon"
Facilitator: Tim Flatley
Date: Tuesday, October 7, 2025
Time: 4:00pm ET
Register: https://bit.ly/4nANrtJ

We reviewed the third quarter and financial markets.

Sterling Oktoberfest 2025 & 25th Anniversary Celebration
Date: October 15, 2025
Location: Sterling Offices, Berwyn, PA
Time: 5:00pm – 8:00pm
Register: https://forms.gle/cAzkDpq6Q5Bkanzu9

Sterling Second Quarter Advisor Call #83 "Peak of Summer Strategies"
Facilitator: Tim Flatley
Date: July 8, 2025
Time: 4:00pm ET
Register: Zoom Registration Link

We reviewed current financial markets.

Sterling First Quarter Advisor Call #82 "Spring Forward"
Facilitator: Tim Flatley
Date: Wednesday, April 9, 2025
Time: 4:00pm ET
Register: Zoom Registration Link

We reviewed current financial markets.

Oktoberfest
Date: October 10, 2024
Location: Sterling Offices, Berwyn, PA

Tax Efficient Strategies
Date: November 2024
Format: Online Webinar

More information to come.

Women + Investing
Date: September 2024
Format: Online Webinar

Social Events

SOCIAL EVENTS

Educational Events

EDUCATIONAL EVENTS