Events
At Fennell Financial Solutions, we believe that financial literacy is the key to achieving your financial goals. That's why we host a variety of events designed to empower you with the knowledge and tools you need to make informed financial decisions. Whether you're planning for retirement, looking to invest wisely, or simply want to improve your financial wellness, we have something for everyone.
Our events are led by experienced industry professionals who are passionate about helping you succeed. Each session is interactive, informative, and tailored to address your unique financial needs. Plus, you'll have the opportunity to ask questions and receive personalized advice.
We invite you to explore our upcoming events and join us for a session that interests you. Together, we can build a brighter financial future.
Don't miss out! Reserve your spot today and take the first step towards financial empowerment.
We look forward to seeing you at our next event!
Upcoming Events
Your Invited! Medicare Made Clear: Free Educational Seminar
The 2026 Medicare Educational Seminar offers a clear, educational overview of Medicare, enrollment timelines, costs, and plan options for 2026. Presented by Medicare expert Daniel J. Goodwin, this session helps attendees understand Original Medicare, Medicare Advantage, Medigap, and Part D, so they can make confident, informed healthcare decisions with no sales pressure.
May 31, 2026
1:40p - 6:40p
Citi Field
Foresters Family Fun Day!
The New York Mets are to face off against the Florida Marlins. Sunday, May 31, at 1:40 PM
MUST HAVE TICKETS RESERVED ONLINE. Anyone not on the list provided by Foresters cannot receive a ticket.
June 13, 2026
4:10p - 9:10p
Citi Field
Foresters Family Fun Day!
The NY Mets to face off against the Atlanta Braves. Saturday, June 13, at 4:10 PM.
MUST HAVE TICKETS RESERVED ONLINE. Anyone not on the list provided by Foresters cannot receive a ticket.
September 2, 2026
5:00p - 6:00p
Zoom
Life Insurance & Long-Term Care Planning
What we’ll cover: The purpose of life insurance and how it’s used Term vs. permanent life insurance options Understanding cash value and how it can be used Why beneficiary planning matters Long-term care planning basics and real-world costs How life insurance can help address long-term care needs
Past Events
April 21, 2026
4:00p - 5:00p
Zoom
March 18, 2026
1:00p - 2:00p
Zoom
You're Invited: Learn About the Self-Directed Brokerage Window for Your 457 Plan
Navigating the Transition: What You Need to Know About Your New Provider & SDBA This webinar helps State employees understand the upcoming changes to their Deferred Compensation Plan, including the switch to a new provider and the introduction of the Self-Directed Brokerage Account (SDBA) sleeve. Attendees will learn how the transition affects their investments, explore expanded investment options through the SDBA, and get practical guidance to make informed decisions about their retirement strategy.
January 26, 2026
5:00p - 6:00p
ZOOM
You're Invited! 2025 Market Recap & 2026 Outlook Webinar
We’re excited to invite you to our upcoming webinar, where we’ll reflect on the key market trends of 2025 and discuss what may lie ahead for 2026. This is an excellent opportunity to gain insights and ask questions about the economic landscape as we move into the new year.
October 28, 2025
5:00p - 6:00p
Zoom
Navigating the Transition: What You Need to Know About Your New Provider & SDBA
This webinar helps State employees understand the upcoming changes to their Deferred Compensation Plan, including the switch to a new provider and the introduction of the Self-Directed Brokerage Account (SDBA) sleeve. Attendees will learn how the transition affects their investments, explore expanded investment options through the SDBA, and get practical guidance to make informed decisions about their retirement strategy.
October 27, 2025
5:00p - 6:00p
ZOOM
Understanding the One Big Beautiful Bill – What It Means for You
Subject: You're Invited: Understanding the One Big Beautiful Bill – What It Means for You Event: Educational webinar on the One Big Beautiful Bill Date & Time: October 25, 2025, at 5:00 PM EST Duration: 45–60 minutes Location: Online Topics Covered: Tax changes, Social Security updates, family benefits, and financial planning implications Register: https://cetera.zoom.us/webinar/register/WN_VobKfJ4xTlmbisllkwNW6A
September 25, 2025
5:00p - 5:30p
ZOOM
Client Portal Website Demo Webinar
Subject: You're Invited: Exclusive Client Portal Website Demo Webinar Event: Live demo of the AdviceWorks client portal Date & Time: Thursday, September 25, 2025, at 5:00 PM EST Duration: 30 minutes Location: Online Highlights: Portal navigation, key features, tips, and live Q&A Register: https://cetera.zoom.us/webinar/register/WN__u32UyLnSGuZUSE8S2SPSg
June 5, 2025
5:00p - 7:30p
Cetera
Open House
You're invited to our open house on June 5, 2025, 5–7:30 PM at 1 Blue Hill Plaza, Pearl River! Tour our new office, meet the team, enjoy refreshments, and get a gift (first 75 guests). RSVP by June 2 to kevin.fennell@ceterainvestors.com.
April 1, 2025
5:00p - 6:00p
Webinar
Protect Yourself from Identity Theft – Educational Webinar
Essential tips on safeguarding your personal and financial information. Learn how to recognize threats, strengthen your security, and take action if your identity is compromised
January 28, 2025
5:00p - 6:00p
Zoom Platform
2024 Market Recap & 2025 Outlook Webinar
Our team will share valuable perspectives to help you stay informed and prepared for the year ahead. Whether you're planning for the future or simply curious about market movements, this webinar is designed with you in mind.
November 25, 2024
5:00p - 6:00p
ZOOM
Understanding Long-Term Care: What It Is and Its Impact on Families
Join us for our upcoming webinar, Planning for Long-Term Care: What You Need to Know, on November 25, 2026, at 5 PM EST on Zoom. Learn about care options, costs, and strategies to protect your family and finances.
October 30, 2024
5:00p - 6:00p
Webinar
September 4, 2024
5:00p - 6:00p
Webinar
How Elections Impact the Stock Market
This session will provide valuable insights to help you make informed decisions and position your portfolio effectively during election seasons.
May 6, 2024
5:00p - 5:45p
https://cetera.zoom.us/webinar/register/WN_UavTD4I1SEChEE_EdqXRfg
Medicare Seminar
Discover essential Medicare insights in our upcoming webinar! Join us on May 6, 2024, at 5 pm for guidance on enrollment, coverage options, and plan selection. Don't miss this opportunity to debunk myths and get your questions answered. Reserve your spot now!
January 24, 2024
5:00p - 6:00p
Webinar
State of the Markets 2024
With the new year upon us, we often get the question, what are we expecting the markets to do this year? While nobody has a crystal ball, on January 24th at 5pm, we have asked one of our leading product partners to spend some time with our clients and give their perspective on what the economists feel may happen in what should be another busy year. Feel free to listen at home, in the car, or wherever you are. We hope to see you there!
September 13, 2023
6:00p - 6:45p
Zoom
Required Minimum Distributions – Education & Strategy
We will be discussing Required Minimum Distributions from your retirement accounts.; We will dive into what they are, how to plan for them, ways to leverage the distribution, and strategies to help avoid any pitfalls that result in excess taxes and penalties.;
May 24, 2023
6:00p - 7:00p
Webinar