Broker Check

Events

Upcoming Events

October 14, 2026

5:30p - 6:30p

Equanimity Wealth Management Office and Zoom

RSVP

Medicare – Becci Brewster

Becci Brewster's presentation covers a very general "Medicare 101". It includes general info about how Medicare works, who gets it, what it covers, what it doesn't, what is costs, and why. After laying the groundwork, she will explain the 2 basic options for most beneficiaries: 1. Traditional Medicare through the Federal government, paired with a purchased Supplement Plan (from a private insurance company) and a drug plan (also through a private company because Medicare does not offer them) to cover what Medicare doesn't. 2. Medicare Advantage Plan (through a Private Insurance company like BCBS, Priority Health, Aetna, etc) which combines the coverage of original Medicare with drug coverage, dental, vision, hearing and other benefits. Often zero premium, but includes copays with a Maximum out of pocket amount for the year. Please join us for this very informative session.

October 22, 2026

12:00p - 1:00p

Online ZOOM

RSVP

Cybersecurity – Fidelity

Equanimity Wealth Management and Fidelity Investments® take cyber and personal security very seriously; safeguarding your assets & family can be a daunting task in today's world. Cyber Fraudsters increasingly try to take advantage of us, so vigilance in protecting yourself and your family is of paramount importance. Please join us for an interactive discussion as we share some practical tips on how to help protect yourself and your family against the ever-evolving range of security threats we all face. The presenter, Gary Rossi, will share valuable insights, and more importantly, practical guidance on how we can take charge of protecting ourselves, particularly from Cyber Fraudsters.

November 11, 2026

5:30p - 6:30p

Equanimity Wealth Management Office and Zoom

RSVP

Tax Planning – Jennifer Clark

Featuring some year-end tax planning strategies and things to consider leading into the next tax season.

Past Events

September 23, 2026

6:00p - 8:00p

Lansing Duckpin

Equanimity Open House - Lansing Duckpin

Please join us for an adult evening of food, drinks and games. Invite family, friends, and neighbors - we have plenty of room!!

September 16, 2026

5:30p - 6:30p

Equanimity Wealth Management Office and Zoom

August 19, 2026

5:30p - 6:30p

Equanimity Wealth Office

Event Registration

Will you be able to attend this event?