Educational Events
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
Sterling Second Quarter Advisor Call We will review the second quarter and financial markets. |
UPCOMING EVENTS
Women + Investing |
Oktoberfest |
Sterling Third Quarter Advisor Call |
Tax Efficient Strategies More info to come. |
PAST EVENTS
Sterling Webinar "Investing in the Future: Opportunities in AI and Robotics" |
Building a Strong Foundation for Financial Success
Join Zoom Meeting: https://us02web.zoom.us/j/88576066385?pwd=YWtHbk9IN2dta2JhMDY1S3V3ZmJzUT09 or 7:00pm ET Join Zoom Meeting: https://us02web.zoom.us/j/89873186127?pwd=Y3FqYTVqeGcya1lNc3laMWNTejkxZz09 |
Sterling Quarterly Advisor Call "Out with the old and in with the new?" Facilitator: Tim Flatley Wednesday, January 10, 2024 4:00pm ET Dial-In Number: (929) 205-6099 Meeting ID: 886 6084 8713 We will review the 2023 financial markets and a perspective for 2024. |
Social Security Webinar
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Sterling Quarterly Advisor Call "Reversal of Fortune" Facilitator: Tim Flatley Wednesday, April 5, 2023 4:00pm ET Dial-In Number: (929) 205-6099 Meeting ID: 862 8431 8275 We will discuss the current financial market environment. |
No One Dies of Old Age: The Science of Vitality & Longevity Two Dates & Locations: |
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Union League of Philadelphia 140 South Broad Street Philadelphia, PA 19102 |
Sterling Investment Advisors, Ltd. 1055 Westlakes Drive Berwyn, PA 19312 |
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Update on China & Energy Markets |
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Quarterly Update Facilitator: Tim Flatley Virtual Call |