Client Events

Meet the AdviceOne Fund Selection Team

Topics Include:

  • Building a portfolio
  • How does the Investment Team work?
  • Stock and bond portfolio review
  • New fund selection: A Case Study
  • Fund analysis and screening

State of the Market

Topics Include:

  • Themes from previous State of the Market
  • Current trends in economy
  • AdviceOne's current portfolio in equities and fixed income
  • Data on where we stand in the current business cycle
  • Interest rates, P/E ratios for each segment of domestic market

Long Term Care and Estate Preservation

Topics Include:

  • What are the risks?
  • Who pays? What does Medicare cover?
  • What is Medicaid? How do you qualify?
  • What is the CT Partnership?
  • How does Long Term Care Insurance work?
  • What are other options?

Fundamentals of Investing 101 and 102

Fundamentals of Investing 101 Topics include:

  • What is a stock?
  • What is a dividend?
  • The difference between value and growth
  • Large Cap, mid cap, and small cap companies
  • What is a bond?

Fundamentals of Investing 102  Topics include:

  • Types of qualified plans
  • What is an IRA vs. Roth IRA?
  • Non-qualified plans
  • Capital gain
  • Diversification

Estate Planning Essentials and Aging Parents

Topics Include:

  • How trusts work
  • Avoiding probate
  • Revocable vs. irrevocable
  • Avoiding estate tax
  • QTIP trusts for blended families
  • Charitable gifting
  • Charitable remainder trusts
  • Education funding for grandchildren
  • Life and finances after a spouse’s death
  • Importance of an elder law attorney
  • Reverse mortgage basics
  • Implications with how assets are passed


Topics Include:

  • When, where and how to apply
  • What to do if you are still working
  • Understanding traditional Medicare
  • How Medigap plans work
  • Do you have to enroll in Part D?
  • What are the costs?