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Events

Click here to view an On-Demand version of our Select Retirement Plan webinar.

Learn about this Next Generation Retirement Plan Solution

Join your host Steve Cunha, Founding advisor of the Select Retirement Plan, for a fast-paced overview of this Next Generation Retirement Plan Solution. Review the challenges facing employers and how are program can lower costs, reduce administrative hassles and avoid the fiduciary landmines associated with running a 401(k) or 403(b) plan.

https://register.gotowebinar.com/register/6013805650404657165

 

 

Upcoming Events

June 23, 2021

11:00a - 11:30a

Webinar Registration: https://register.gotowebinar.com/rt/9102803302461517071

Register

Select Retirement Plan - Learn about this Next Generation 401(k) Plan Solution

Join your host Steve Cunha, Founding advisor of the Select Retirement Plan, for a fast-paced overview of this Next Generation Retirement Plan Solution. Review the challenges facing employers and how are program can lower costs, reduce administrative hassles and avoid the fiduciary landmines associated with running a 401(k) or 403(b) plan.

June 23, 2021

6:00p - 7:00p

Online Registration: https://us02web.zoom.us/webinar/register/WN_DM7TuvNgSQ2mch4qwUBPNA

Register

College Planning Webinar

Join Steve Cunha, CFP and your college planning partner. Do you have a college-bound high school student? If you're motivated to save ON and not just for college costs, now is the perfect time to give yourself and your student a way to make that possible.

June 29, 2021

2:00p - 3:00p

Zoom: https://us02web.zoom.us/webinar/register/WN_oIZtE_NjQsCT9PYcVzuJXw

Register

Past Events

June 16, 2021

https://us02web.zoom.us/webinar/register/WN_8KKwSVWRQHidVHKLquk2IQ

Income Conductor - Creating Retirement Income To Last a Lifetime

Join Certified Financial Planner and Retirement Income Specialist Steve Cunha of RetirementCFO as he reveals how he orchestrates this commonsense approach towards creating retirement income for his clients. Enjoy confidence knowing you have a plan that strives to secure your retirement income to last a lifetime and beyond.

June 9, 2021

11:00a - 11:30a

Webinar Registration: https://register.gotowebinar.com/rt/9102803302461517071

Select Retirement Plan - Learn about this Next Generation 401(k) Plan Solution

Join your host Steve Cunha, Founding advisor of the Select Retirement Plan, for a fast-paced overview of this Next Generation Retirement Plan Solution. Review the challenges facing employers and how are program can lower costs, reduce administrative hassles and avoid the fiduciary landmines associated with running a 401(k) or 403(b) plan.

May 26, 2021

6:00p - 6:30p

Online Registration: https://us02web.zoom.us/webinar/register/WN_DM7TuvNgSQ2mch4qwUBPNA

College Planning Webinar

Join Steve Cunha, CFP and your college planning partner. Do you have a college-bound high school student? If you're motivated to save ON and not just for college costs, now is the perfect time to give yourself and your student a way to make that possible.

May 26, 2021

11:00a - 11:30a

Webinar Registration: https://register.gotowebinar.com/rt/9102803302461517071

Select Retirement Plan - Learn about this Next Generation 401(k) Plan Solution

Join your host Steve Cunha, Founding advisor of the Select Retirement Plan, for a fast-paced overview of this Next Generation Retirement Plan Solution. Review the challenges facing employers and how are program can lower costs, reduce administrative hassles and avoid the fiduciary landmines associated with running a 401(k) or 403(b) plan.

May 25, 2021

2:00p - 2:30p

Zoom Webinar: https://us02web.zoom.us/webinar/register/WN_I1TcQ11FRS6CI-ci5OHKWw

Identity Theft - Protecting Your Data and Dollars

Join Steve Cunha, CFP as he discusses how identity theft can affect you years after a thief begins using your information.

May 19, 2021

3:00p - 4:00p

https://us02web.zoom.us/webinar/register/WN_8KKwSVWRQHidVHKLquk2IQ

Income Conductor - Creating Retirement Income To Last a Lifetime

Join Certified Financial Planner and Retirement Income Specialist Steve Cunha of RetirementCFO as he reveals how he orchestrates this commonsense approach to creating retirement income for his clients. Enjoy confidence knowing you have a plan that strives to secure your retirement income to last a lifetime and beyond.

May 12, 2021

11:00a - 11:30a

Webinar Registration: https://register.gotowebinar.com/rt/9102803302461517071

Select Retirement Plan - Learn about this Next Generation 401(k) Plan Solution

Join your host Steve Cunha, Founding advisor of the Select Retirement Plan, for a fast-paced overview of this Next Generation Retirement Plan Solution. Review the challenges facing employers and how are program can lower costs, reduce administrative hassles and avoid the fiduciary landmines associated with running a 401(k) or 403(b) plan.

April 28, 2021

6:00p - 7:00p

Online Registration: https://us02web.zoom.us/webinar/register/WN_DM7TuvNgSQ2mch4qwUBPNA

College Planning Webinar

Join Steve Cunha, CFP and your college planning partner. Do you have a college-bound high school student? If you're motivated to save ON and not just for college costs, now is the perfect time to give yourself and your student a way to make that possible.

April 28, 2021

11:00a - 11:30a

Webinar Registration: https://register.gotowebinar.com/rt/9102803302461517071

Select Retirement Plan - Learn about this Next Generation 401(k) Plan Solution

Join your host Steve Cunha, Founding advisor of the Select Retirement Plan, for a fast-paced overview of this Next Generation Retirement Plan Solution. Review the challenges facing employers and how are program can lower costs, reduce administrative hassles and avoid the fiduciary landmines associated with running a 401(k) or 403(b) plan.

April 27, 2021

2:00p - 3:00p

Zoom Webinar: https://us02web.zoom.us/webinar/register/WN_pOQwQBH1SB2ehhivJdvcYQ

5 Ways Technology Will Change How You Age

Join Steve Cunha, Founder & Managing Partner of RetirementCFO, LLC a national recognized retirement focused advisor. Steve will share insights from the MIT Age Lab and you'll learn about a new array of devices and services that will make it easier for you to work (if you want to), stay mobile, stay healthy, age in the home of your choice and remain connected to friends and family.

April 21, 2021

Online Webinar: https://us02web.zoom.us/webinar/register/WN_8KKwSVWRQHidVHKLquk2IQ

Income Conductor - Creating Retirement Income To Last a Lifetime

Join Certified Financial Planner and Retirement Income Specialist Steve Cunha of RetirementCFO as he reveals how he orchestrates this commonsense approach to creating retirement income for his clients. Enjoy the peace of mind knowing exactly how to secure your retirement income to last a lifetime and beyond.

April 14, 2021

11:00a - 11:30a

Webinar Registration: https://register.gotowebinar.com/rt/9102803302461517071

Select Retirement Plan - Learn about this Next Generation 401(k) Plan Solution

Join your host Steve Cunha, Founding advisor of the Select Retirement Plan, for a fast-paced overview of this Next Generation Retirement Plan Solution. Review the challenges facing employers and how are program can lower costs, reduce administrative hassles and avoid the fiduciary landmines associated with running a 401(k) or 403(b) plan.

March 24, 2021

6:00p - 6:30p

Online Registration: https://us02web.zoom.us/webinar/register/WN_DM7TuvNgSQ2mch4qwUBPNA

College Planning Webinar

Do you have a college-bound high school student? If you're motivated to save ON and not just for college costs, now is the perfect time to give yourself and your student a way to make that possible.

March 24, 2021

11:00a - 11:30a

Webinar Registration: https://register.gotowebinar.com/rt/9102803302461517071

Select Retirement Plan - Learn about this Next Generation 401(k) Plan Solution

Join your host Steve Cunha, Founding advisor of the Select Retirement Plan, for a fast-paced overview of this Next Generation Retirement Plan Solution. Review the challenges facing employers and how are program can lower costs, reduce administrative hassles and avoid the fiduciary landmines associated with running a 401(k) or 403(b) plan.

March 23, 2021

2:00p - 2:30p

Zoom Webinar: https://us02web.zoom.us/webinar/register/WN_4JKXMw5xSxGE118GqpgzsA

2020 Retirement Plan Sponsor Attitudes Survey

Join Steve Cunha, Founder of RetirementCFO as he reviews the latest findings from the Fidelity Retirement Plan Sponsor Attitudes Survey.

March 17, 2021

3:00p - 3:30p

Online Webinar: https://us02web.zoom.us/webinar/register/WN_8KKwSVWRQHidVHKLquk2IQ

Income Conductor - Creating Retirement Income To Last a Lifetime

Join Certified Financial Planner and Retirement Income Specialist Steve Cunha of RetirementCFO as he reveals how he orchestrates this commonsense approach to creating retirement income for his clients. Enjoy the peace of mind knowing exactly how to secure your retirement income to last a lifetime and beyond.

March 16, 2021 - May 16, 2021

3:00p - 3:30p

https://us02web.zoom.us/webinar/register/WN_8KKwSVWRQHidVHKLquk2IQ

Income Conductor - Creating Retirement Income To Last a Lifetime

Join Certified Financial Planner and Retirement Income Specialist Steve Cunha of RetirementCFO as he reveals how he orchestrates this commonsense approach to creating retirement income for his clients. Enjoy confidence knowing you have a plan that strives to secure your retirement income to last a lifetime and beyond.

March 10, 2021

11:00a - 11:30a

Webinar Registration: https://register.gotowebinar.com/rt/9102803302461517071

Select Retirement Plan - Learn about this Next Generation 401(k) Plan Solution

Join your host Steve Cunha, Founding advisor of the Select Retirement Plan, for a fast-paced overview of this Next Generation Retirement Plan Solution. Review the challenges facing employers and how are program can lower costs, reduce administrative hassles and avoid the fiduciary landmines associated with running a 401(k) or 403(b) plan.

February 24, 2021

11:00a - 11:30a

Webinar Registration: https://register.gotowebinar.com/rt/9102803302461517071

Select Retirement Plan - Learn about this Next Generation 401(k) Plan Solution

Join your host Steve Cunha, Founding advisor of the Select Retirement Plan, for a fast-paced overview of this Next Generation Retirement Plan Solution. Review the challenges facing employers and how are program can lower costs, reduce administrative hassles and avoid the fiduciary landmines associated with running a 401(k) or 403(b) plan.

February 23, 2021

3:00p - 3:30p

Online Webinar: https://us02web.zoom.us/webinar/register/WN_rwz5wqxdQbSKW4veGDM3RA

Understanding Medicare From A to D

Join Certified Financial Planner and Retirement Income Specialist Steve Cunha of RetirementCFO as he discusses how an aging US population means that an increasing number of Americans will qualify for Medicare each year. It also means that many Americans will likely need direction through what can be a complicated and confusing process.

February 17, 2021

3:00p - 3:30p

Online Webinar: https://us02web.zoom.us/webinar/register/WN_8KKwSVWRQHidVHKLquk2IQ

Income Conductor - Creating Retirement Income To Last a Lifetime

Join Certified Financial Planner and Retirement Income Specialist Steve Cunha of RetirementCFO as he reveals how he orchestrates this commonsense approach to creating retirement income for his clients. Enjoy the peace of mind knowing exactly how to secure your retirement income to last a lifetime and beyond.

February 10, 2021

11:00a - 11:30a

Webinar Registration: https://register.gotowebinar.com/rt/9102803302461517071

Select Retirement Plan - Learn about this Next Generation 401(k) Plan Solution

Join your host Steve Cunha, Founding advisor of the Select Retirement Plan, for a fast-paced overview of this Next Generation Retirement Plan Solution. Review the challenges facing employers and how are program can lower costs, reduce administrative hassles and avoid the fiduciary landmines associated with running a 401(k) or 403(b) plan.

January 27, 2021

11:00a - 11:30a

Webinar Registration: https://register.gotowebinar.com/rt/9102803302461517071

January 20, 2021

Zoom Webinar: https://us02web.zoom.us/webinar/register/WN_8KKwSVWRQHidVHKLquk2IQ

January 19, 2021

12:00p - 1:00p

Zoom Webinar

January 13, 2021

11:00a - 11:30a

Webinar Registration: https://register.gotowebinar.com/rt/9102803302461517071

Event Registration


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