Stonebridge Webinar Series
Upcoming Seminars & Presentations
No upcoming webinars at this time. Check back for updates!
Previous Seminars & Presentations
Concerns about the economy are growing, but what’s the real story behind the headlines? Get the information you need from an economic update by renowned economist Anirban Basu, presented by Stonebridge Financial Group and Presence Bank. In two sessions held on November 18, the Chairman and CEO of Baltimore’s Sage Policy Group, Inc., discussed the economic outlook for 2023 and beyond.
Watch the full replay of Anirban’s presentation:
Thursday, September 22, 2022, 12:00 p.m.-1:00 p.m. EST
The Medicare open enrollment period opens in October, and even if you aren’t eligible for coverage now, you likely have questions about the future. The webinar, presented by MPC Insurance Group, will cover everything you need to know about the ins and outs of Medicare.
MPC Insurance Group was founded by Michael Fiaschetti, Stewart Brouse and Mark Wood, health insurance veterans with many decades of combined experience. The company is committed to simplifying the Medicare buying experience. It educates Medicare-eligible individuals on available plans and helps them find the best options based on their distinctive socioeconomic, health and desired lifestyle needs.
Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. Advisory services offered through Triad Hybrid Solutions, LLC, a registered investment advisor. Stonebridge Financial Group, LLC and Triad Advisors, LLC are not affiliated. Michael Fiaschetti and MPC Insurance Group are not affiliated with Triad Advisors, LLC or Triad Hybrid Solutions, LLC.
Wednesday, February 9, 2022
Will inflation continue at the current pace? How will the omicron variant impact the economy? Will high returns on stocks continue? Tony Crescenzi will explore your most pressing economic questions in his economic update.
Tony is an executive vice president, market strategist and generalist portfolio manager in the PIMCO New York office. He is also a member of the Investment Committee. Prior to joining PIMCO in 2009, he was chief bond market strategist at Miller Tabak and worked for both Lehman Brothers and Prudential Bache. Tony has written six books, including “The Strategic Bond Investor” and “Beyond the Keynesian Endpoint.” He regularly appears on CNBC and Bloomberg television and in financial news media. Tony taught in the executive MBA program at Baruch College from 1999-2009. He has 38 years of investment experience and holds an MBA from St. John’s University and an undergraduate degree from the City University of New York.
November 19, 2021
June 24, 2021
After a year at home, are you ready to start planning a pandemic vacation? The latest session in the Stonebridge Webinar Series focuses on traveling during a pandemic. Join us for a webinar on Thursday, June 24, at 12 p.m. EDT to learn ways to travel safely. COVID-19 curtailed travel in 2020, but more than half of Americans say they are interested in traveling abroad this year, and more than two-thirds plan to vacation domestically.
The webinar is hosted by Jason Holland at Travel Simplicity, who has visited a variety of locations over the past year, such as Utah, St. Lucia, Mexico and even Rwanda, where he trekked with mountain gorillas. During the webinar, Jason, the owner and travel butler at Travel Simplicity, will discuss what pandemic travel looks like and whether you can go anywhere right now. With the weather getting nicer and many of us ready to get out of our house, the desire to travel has never been higher. Jason will talk about what to expect, answer questions, and even share some of his gorilla pictures.
May 27, 2021
Almost 70 percent of college students accrue loan debt, with the average graduate owing nearly $30,000. The latest session in the Stonebridge Webinar Series focuses on finding the right repayment plan while navigating the complexity of the student loan system. Join us for a webinar on Thursday, May 27, at 12 p.m. EDT focused on paying back student loans. Mackensie Ellis of GradFin will present ways borrowers can enhance their student loan repayment plans with the support of a student loan consultant who can help them choose the best option.
No matter where you are in your repayment plan journey — and whether you are the main borrower or parent or spouse of the borrower — you can benefit from these tips. Gradfin provides a unique experience for every customer by quantifying their goals, repayment options and expected costs to repay their loans in a variety of situations.
Mackensie joined the GradFin team in 2019 as a Senior Business Development Associate. She has developed and maintained dependable relationships with 1,000+ financial advisors, helping them save their clients exponential dollars, which allows them to reinvest successfully. Mackensie graduated from the University of Pittsburgh, where she was a collegiate cheerleader. She still enjoys cheering on her Pitt Panthers.
April 29, 2021
What economic impact will the recent stimulus have? How could you be impacted? The latest session in the Stonebridge Webinar Series focuses on economic data analyzing the pre-pandemic and pandemic world. Join us for a webinar on Thursday, April 29, at 12 p.m. EDT to get answers to your economy-related questions. Anirban Basu, Chairman and CEO of Baltimore’s Sage Policy Group, Inc., and a lecturer at Johns Hopkins University, offers a macro- and microeconomic update 100 days into the Biden presidency.
The webinar includes a post-pandemic forecast. Anirban will touch on labor markets, financial markets, real estate, construction, consumer spending, business investment, international trade and government finances. The Stonebridge Webinar Series is thrilled to welcome Anirban for a second time, following his informative presentation on the pre-election economy last fall. Anirban serves as the chief economist to Associated Builders and Contractors and chief economic adviser to the Construction Financial Management Association. In 2007 and 2016, he earned selection as one of Maryland’s 50 most influential people by the Daily Record newspaper. The Baltimore Business Journal named him one of the region’s 20 most powerful business leaders in 2010.
March 25, 2021
What do you need to know about Medicare in 2021? The latest in the Stonebridge Webinar Series offers a comprehensive overview of the Medicare program and its recent changes. Join us on Thursday, March 25, at noon EDT to get answers to all your questions, including how to sign up for Medicare, how to choose your coverage, prescription plan information and more. The webinar is designed for participants of all ages. Michael Fiaschetti, President of MediPlanConnect, will give a 30-minute presentation, followed by 30 minutes open to your questions.
MediPlanConnect was founded by two health insurance veterans with over 60 years of combined experience and knowledge who are committed to the primary goal of simplifying the Medicare buying experience. They aim to educate Medicare-eligible individuals on the types of plans available and help them find the best option for the beneficiary based on their own distinctive socioeconomic, health and desired lifestyle needs, all keys to making a smart Medicare decision.
February 25, 2021
Matthew R. Shupp, NCC, BC-TMH, ACS, LPC is an associate professor in the Department of Counseling and College Student Personnel at Shippensburg University where he coordinates the College Counseling and College Student Personnel specializations within the department. Previous to this role, Dr. Shupp was a student affairs administrator for 12 years in a variety of institutional settings. His previous professional experience includes the community college, for-profit, and public higher education sectors. Dr. Shupp received his B.A. in Psychology as well as his M.S. in Counseling (College Student Personnel) from Shippensburg University and his Ed.D. in Higher Education Leadership at Widener University. He is both a National Certified Counselor (NCC) through the National Board for Certified Counselors (NBCC) as well as a Board Certified Tele-mental Health provider (BC-TMH). He holds an Approved Clinical Supervisor (ACS) credential and is licensed as a professional counselor in the state of PA (LPC). He is Past-President of the Pennsylvania College Personnel Association (PCPA) and is on ACPA’s Commission for Professional Preparation.
January 28, 2021
The majority of Americans want to remain in their homes as they age. It is not always as simple as it sounds. This webinar will help you put a plan in place to make that possible. Susan M. Severino, RN, CSA (Certified Senior Advisor), is an independent health advocate with more than 35 years of experience caring for patients throughout all stages of their lives. Her intimate understanding of the ever-changing healthcare system provides her with professional insight and expert resources. She can ensure your unique health needs receive high-quality care at a fair price. Sue works for YOU to provide unbiased and trustworthy advice to protect your greatest asset – your health.
October 22, 2020
Watch the full replay of Anirban Basu’s presentation of what the economic recovery will look like into 2021, and how it has progressed so far.
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