Curated-Dealing-Dementia

Curated by Colony Presents: Financial and Emotional Considerations for Families Dealing with Dementia – Webinar Recording

Virtual Event Virtual Event

Join Curated by Colony and concierge senior care planner Care Right for an insightful webinar discussing the financial and emotional considerations for families who have coped with dementia. Discover how to identify and better understand dementia, the challenges in navigating the complex landscape of dementia care, and the associated impact on family financial resources. We

Medicare101-CuratedbyColony

Curated by Colony Presents: Medicare 101

Curated by Colony and Steinlage Insurance invite you to join a conversation designed to help you better navigate the complexities of Medicare coverage. We’ll guide you through all the fundamentals of Medicare, including enrollment guidelines, plan options, and how to best navigate your coverage options. Bring your questions!

Q1-2024-MarketOutlookWebinar

2024 Q1 Market Outlook Webinar – Touching Down: Navigating 2024

After 18 months of waiting for a recession, investors entered 2024 with optimism that the Fed just might have executed the elusive “soft landing.” Join our investment leadership team as they provide their outlook for the economy and the markets for 2024 and beyond. They’ll dive deep into questions including: - What turbulence might accompany

Curated by Colony Presents: Kickstart 2024

Curated by Colony Presents: Kickstart 2024: Your Guide to Clean Eating with CBL Wellness – Webinar Recording

Establishing health and wellness goals is as important as developing a sound financial plan with your advisor. Prioritize your health and wellness in 2024 by defining and setting goals. Our newest Curated by Colony Wellness Provider, Coach Carrie Best, is a certified Lifestyle Nutrition coach with years of experience coaching families, couples, and individuals to

Aging-gracefully-Curated

Curated by Colony Presents: The Art of Aging Gracefully

Curated by Colony and O’Connor Professional Group, discuss nurturing your mind and body so you can embrace the aging journey. We explore a holistic approach to aging well and enhancing your quality of life as we discuss proper nutrition and diet, concerns about over-the-counter medications, and the importance of exercise and social connections. Don’t miss

Curated by Colony Webinar Recording - Supporting Aging Loved Ones During Holidays

Curated by Colony Webinar – Supporting Aging Loved Ones During Holidays

As the Holiday season approaches, The Colony Group and O’Connor Professional Group shared information on navigating this special time of year with an aging loved one. This recording provides valuable insights and details on how you can best support your aging loved ones, how you can be proactive with your own aging planning, and some

Email Banner

2023 Curated by Colony Live Well and Thrive Webinar Series: Unraveling Artificial Intelligence: Evolution, Practical Adoption and Risks

The Artificial Intelligence (AI) story is just beginning. The Colony Group and Total Digital Security for an in-depth discussion designed to demystify AI, highlight foundational concepts, and explore its transformative potential. Learn how to identify and adopt AI applications in your daily life, and how to navigate the associated concerns and potential security risks. Don’t

Truvay-Travel-Summer-Destinations

2023 Curated by Colony Live Well and Thrive Webinar: Bucket List Living™ – Summer Travel Destinations to Plan Ahead

Virtual Event Virtual Event

We spoke to Curated by Colony travel provider Truvay Travel about the most in-demand travel destinations that you’ll want to start planning now. Hear about current trends in the travel industry and learn tips and tricks for planning your next vacation that will save you time, money and help you get the destination, experience, and

Benefits-Working-OCIO

Benefits of Working with an OCIO

Virtual Event Virtual Event

The Colony Group’s Institutional Advisory Practice President, Andrew Vogelstein, and Senior Investment Advisor, Lisa Longest as they discuss the outsourced chief investment officer (OCIO) model, its benefits, and how to know if it's the right fit for your organization or family foundation.

Curated By Colony Presents 2023 Security Webinar Series (2)

2023 Curated by Colony Live Well and Thrive Webinar: Once-in-a-Lifetime Travel Experiences

Join Curated by Colony as we discussed adventure travel provider, Epic Private Journeys, about life-changing travel experiences and adventures you don’t want to miss. From gorilla trekking in Uganda to guided treks up Mount Kilimanjaro and hiking through Chilean Patagonia to luxury cruises to Antarctica, Rob Barbour will be your guide to some of the

Q3-2023-Market-Outlook-Webinar

2023 Q3 Market Outlook Webinar – Expanding Horizons: Looking Beyond the Fed’s Shadow

For two years, the collective gaze of investors and economists has remained fixated on a monthly assessment of economic conditions and Federal Reserve policy. However, it is crucial for long-term investors to widen their perspective and consider the broader implications that lie further ahead. Our panel aims to explore the following key topics, urging investors

Your Guide to Aging and Care Planning

Curated by Colony Live Well and Thrive Webinar: Your Guide to Aging and Care Planning

Virtual Event Virtual Event

Please join Curated by Colony as we welcome our senior care planning concierge, Care Right, for a discussion about aging and care planning for yourself, your aging parents, or your special needs children. Learn when and how to put a care plan in place and how to work with your financial advisor to ensure care