Events
American Investment Planners LLC has long believed in the importance of hosting relevant and timely educational events so that our clients remain informed. Even as the pandemic restricted our face-to-face seminars, we remained committed to running frequent Zoom seminars. We are now happy to be returning to limited in-person events using CDC guidelines for safe gatherings. Please monitor our Events Page to learn more about upcoming programs. Our goal, as always, is to ensure that clients have the best possible understanding of the factors that impact their portfolios and investment strategies.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
June 29, 2023
12:00p - 7:00p
Webinar
Life Tomorrow and Planning for the 100-Year Life
Please Join Us
March 22, 2023
7:00p - 8:00p
Virtual Webinar
2023 Market Outlook: What’s happening and the potential impact for investors (Replay)
Join us for an exclusive economic and market update with four top market analysts who will break down the most important factors influencing investments today.
March 22, 2023
12:00p - 1:00p
Virtual Webinar
2023 Market Outlook: What’s happening and the potential impact for investors
Join us for an exclusive economic and market update with four top market analysts who will break down the most important factors influencing investments today.
March 21, 2023
5:30p - 6:30p
AIP - Zoom Webinar
College Planning Essentials
Please join us for our upcoming Check-In Webinar to discuss "College Planning Essentials."
February 21, 2023
6:30p - 7:30p
Zoom Webinar
2023 Outlook - Road to Recovery
2023 Outlook Webinar - "Road to Recovery" with our longtime strategic partners from Invesco, Brian Levitt, Charles Jonas, and our very own Barbara Magor Deel Feel free to invite your friends and loved ones. RSVP today to save your seat.
June 23, 2022
12:00p - 10:00p
GoToWebinar
The Current State of the Markets and the Economy
There is no shortage of market and economic concerns these days. From the impact of the war in Ukraine, inflation,...
May 5, 2022
2:30p - 3:30p
GoToWebinar
Market Volatility Update with Brian Wesbury
During this timely discussion, Brian will share his exclusive insight about the recent market volatility and his expectations regarding the future of the market and economy.
April 7, 2022
5:30p - 6:30p
Zoom Webinar
Medicaid Planning and Elder Law: What we need to know
Please join us for our upcoming Webinar - "Medicaid Planning and Elder Law: What we need to know" Hosted by Barbara Magor Deel, CFP®, ChFC, MBA Discussion will be on...
March 24, 2022
7:00p - 8:00p
Zoom Webinar
Navigating the Not-Normal Economy with CNBC Senior Analyst Ron Insana
As the world grapples with inflation, broken supply chains, confounding markets, political turmoil, and the long-term effects of COVID-19...
January 26, 2022
6:30p - 7:30p
Zoom Webinar
Social Security Claiming Decisions
We welcome our longtime strategic partners from Touchstone, Brian Doherty and Ken Fish, as well as our very own Geoffrey Kasher, to discuss “Social Security Claiming Decisions”
January 12, 2022
5:30p - 6:30p
Zoom Webinar
2022 Outlook
An informative discussion about the direction of the economy into the year 2022, hosted by American Investment Planners LLC and joined by our longtime strategic partners from Invesco, Brian Levitt, Global Market Strategist and Charles Jonas.
October 5, 2021
6:00p - 7:00p
Zoom Webinar
Online Access for your Investment Portfolios - American Investment Planners LLC - Hosted by Ian Magor & Marybeth Alberts
How to access your investment portfolio online, how to go paperless, and introducing our ClearOne
October 5, 2021
11:00a - 12:00p
Zoom Webinar
Online Access for your Investment Portfolios - American Investment Planners LLC - Hosted by Ian Magor & Marybeth Alberts
How to access your investment portfolio online, how to go paperless, and introducing our ClearOne