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ESL Investment Services Webinars

Are you interested in financial education?

At ESL Investment Services, we go out of our way to build strong, lasting relationships with our clients. We offer ongoing educational webinars and presentations to help you navigate your financial future.

Understanding Medicare from A-D

October 13, 2021

Presented by: Brian Fakhoury, CIMA®, Vice President, Sales Director, First Eagle Funds; learn about the available Medicare programs, cost, and coverage, along with how and where to start the enrollment process.

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Social Security Webinar

September 20, 2021

Led by Barb Clemons, LPL Financial Planner with ESL Investment Services, LLC, you’ll learn key insights on qualifying for social security, taxation of benefits, and gain understandings on the role that plays in your retirement.

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Life and Legacy

May 26, 2021

Led by guest speaker, James Verbonitz, Director of Advanced Markets, Transamerica, this presentation will guide you through wealth transfer planning after the SECURE Act.

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The Retirement Minefield

March 31, 2021
Led by guest speaker James Verbonitz, Director of Advanced Markets, Transamerica, this presentation will guide you through the rules that govern IRA transactions.

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This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.