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Educational Events Calendar - RSVP Today!

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  2. Educational Events Calendar - RSVP Today!

Educational Events Calendar - RSVP Today!

Reby Advisors hosts educational community events throughout the year that are designed to be educational, engaging and practical. We select presenters who love what they do and communicate complex topics in easy-to-understand terms.

Browse our events below and RSVP today by calling (203) 790-4949 or signing up online through the links provided.


NAVIGATING 2021

Guiding You Through Volatile Markets

Special guest speaker Jim Cahn has appeared on CNBC, Fox Business and BloombergTV, and has been quoted in The Wall Street Journal and The New York Times. He has also written a monthly column for Forbes.com since 2013. Register now to attend this exclusive event and get his advice for 2021!

2020: A LOOK BACK: Get a brief retrospective of the major events that shaped both the year and the markets

OF BUBBLES & BUSTS & WHAT TO DO: Learn about financial bubbles, their behavior, and how to approach them as part of your investment strategy

HIGH EXPECTATIONS FOR 2021: Find out where we believe markets are trending in the coming months

This webinar starts at 6:00 p.m. on Thursday, January 28th and promises to be an outstanding event.

Click Here to Register Now


Free On-Demand Video for Young Professionals

Taking Control of Your Money Before 40

This on-demand video includes advice on how to make important decisions that will impact your financial independence...

  • How should I invest in the stock market: individual stocks, mutual funds, or ETFs?

  • Should I build wealth by investing in real estate beyond my primary residence?

  • How can I protect my young family or financially prepare to start a new family?

  • What is the best way to manage student debt?

  • And more!

Please do not hesitate to share this video with someone you care about!

WATCH NOW!


On-Demand Video Class

The CARES Act Impact on Social Security and Retirement Planning

In this virtual class, Dixon Downey covers:

  • How to take advantage of the one-time 2020 rules for retirement accounts (and what NOT to do)

  • How to minimize or eliminate taxes on Coronavirus Related Distributions (CRD) from retirement accounts

  • New tax-efficient charitable giving opportunities

  • The impact on Social Security, business owners, and more

WATCH NOW!


On-Demand eMoney Demo for Clients

3 Ways eMoney Is Designed to Enhance Your Financial Outcomes

How to Easily Set up the Most Beneficial Features of eMoney, Step by Step

In this on-demand video, you will learn:

  • Easy-to-follow instructions to set up three highly beneficial features

  • How an organized, real-time Net Worth Statement simplifies your financial life

  • How to view the Investment & Asset Allocation Reports that holistically analyze all of your accounts and enable Reby Advisors to review your total strategy

  • How to customize the experience with Goals Tracking to add, adjust, and measure progress towards the goals that matter most to you

  • How eMoney enhances review meetings and enables you to get more timely advice

WATCH NOW!


On-Demand Video

How to Strengthen Our Democracy in Troubling Times

In this complimentary online video class, Bob Reby, CFP®, Founder and CEO of Reby Advisors, and Dr. John R. Patrick, author of Election Attitude: How Internet Voting Leads to a Stronger Democracy, discuss:

  • Voting with paper or via the Internet: Which is more secure, accurate, private, and verifiable
  • How the US can safeguard ballots from hackers and foreign adversaries using blockchain technology
  • Cautionary Case Studies: What went wrong and how mistakes could have been avoided
  • Success Stories: Internet voting in foreign countries and pilot programs in US states

WATCH NOW!


Calendar of Events

Additional info

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Securities offered through Triad Advisors. Member FINRA/SIPC. Advisory services offered through Reby Advisors. Reby Advisors not affiliated with Triad Advisors.

Offices

  • Connecticut

  • 44 Old Ridgebury Road
  • Danbury, CT 06810
  • New York

  • 250 Park Ave, 7th floor
  • New York, NY 10167

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How we're responding to Covid-19

We will continue to serve you at the highest level. Please do not hesitate to contact us at info@rebyadvisors.com, (203) 790-4949 or an employee's direct line. Whenever needed, we will hold virtual meetings to practice social distancing. If you would like us to contact you, simply complete the form to the right.

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