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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

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

Event Registration