Curious about retirement communities for yourself or a loved one? Join Stacie Wallice at Cascades Verdae for an educational lunch to learn more. 

Join us for a Christmas Drop In on Friday, December 8th, 2024 from 3:30 - 5:30 at our office. 

Join this exclusive webinar sponsored by LPL Financial. Planning for health care costs is critical. Many people underestimate how much money they will spend on health care during their retirement. Taking the time now to budget for health care costs can help you maintain the lifestyle you want in retirement. 

Come enjoy dinner at City Range while we hear from Steve Mazzarell, Senior Regional Consultant at MFS Investment Management. 

Join Stacie Wallice and David Tierney, a Consultant at Macquarie Asset Management, as he shares the presentation "Inside the Markets", for insights on current economic events. Drinks and heavy hors d'oeuvres will be provided.

Steve Mazzarell, Director at MFS Investment Management, presents 'Calm, Cool and Invested' to a great group of Sage Wealth clients and friends. It's one of those simple concepts that can be difficult to manage. Hear him share lots of insight and conversation about handling these unsettling markets.

Election? Markets? What now? Hear from Jeffrey Gentle from Ivy Investments as he presents a post-election update and outlook for the financial markets. Our Speaker is Jeffrey Gentle, CFA AVP, Client Portfolio Strategist, Ivy Investments.

Market volatility, election impact, and general uncertainty - How might these factors impact your portfolio and allocation? I'm excited to bring you this two part series that will delve into the general market review and potential impacts of the election to be followed by a post-election update and outlook. Speaker: David Borberg, CFA SVP, Client Portfolio Manager, Domestic Equity at Ivy Investments

As we are all acutely aware, an unexpected accident or illness can happen when we least expect it and, at any age. Whether or not you currently have Advanced Directives in place, I invite you to attend a virtual presentation on Five Wishes® by Sam Ahern, Regional Vice President, Ivy Distributors, Inc. Sam will share the many ways in which this powerful document can help you lessen the burden on the people who might care for you during a serious illness or an end of life situation.

An exclusive night of comedy for my clients: Indulge in some popcorn, pretzels, and a favorite beverage, and join me for a few laughs with comedian Jason Salmon. Please register in advance so that you can have the full "comedy club" experience. As an incentive, you might find that some treats magically appear at your door for the event! 

As the financial markets and key indices continue their roller coaster ride, it may be helpful to listen to why we should "take the longer view". Please join Stacie Wallice and guest speaker Steve Mazzarell, Director at MFS Fund Distributors for an online presentation. 

Working from home? Scammers are still working and making every effort to take advantage of the COVID-19 pandemic. Join Stacie Wallice and guest speaker Cedric Wright, Program Assistant and Outreach Coordinator from the South Carolina Department of Consumer Affairs, to learn how to better protect your identity and stay safe from scams.

We may not have a crystal ball to see the future, but history may shed some comforting light on current uncertainties. Presented by Vince DiPaola, VP Senior Advisor Consultant, INVESCO, for a virtual presentation. 

Drop in and enjoy a few moments of Holiday tunes and tasty temptations. Bring in a non-perishable food item for our Harvest Hope Food Bank drive, and find a reason to get in the season!

Our special guest speaker is Timothy Ripp, Executive Vice President, Associates of Clifton Park, who will be discussing and answering questions on the following:

• Do I Need a Plan for Long Term Care?
• How do I Manage my Health Care in Retirement?
  
• Long-Term Care Planning Choices in a changing landscape
  

Do you know how to protect yourself against the increasing threat to your personal data, accounts, and identity? Learn how to avoid becoming a victim in this exclusive presentation. Presented by Cedric Wright, on behalf of the South Carolina Department of Consumer Affairs.

Join us at Oil & Vinegar in Downtown Greenville for a fun evening of food and drinks.