Events
Upcoming Events
Join in Celebrating ClearVista's 5 Year Anniversary!
Five years ago, Clear Vista Advisors was founded on a simple belief: financial advice should always put the client first. No conflicts of interest, no commissions or hidden sales charges, only independent financial advice that provides clarity, confidence, and peace of mind to our clients. As we celebrate this milestone, we are filled with gratitude for the clients, friends, family, and our network of supporters who have been part of our journey. Your trust, encouragement, referrals, and belief in our vision have helped shape Clear Vista Advisors into what it is today. Thank you for your trust, your partnership, and for allowing us to be part of your story. We look forward to the years ahead and continuing to help you pursue what matters most. This will be an open house-style event with live music, food, drinks, and a champagne toast at 6:00 PM.
Past Events
November 6, 2025
12:00p - 1:00p
Zoom Virtual Webinar
SHOW ME THE MONEY! INVESTING & INCOME IN RETIREMENT
Transitioning into retirement can be a big change. One of the most common questions is, "How do I replace my paycheck?" During this session, we will discuss how your investment strategy may change in retirement, how to replace your paycheck with distributions from your retirement accounts, ways to create tax efficiencies, and financial planning tips.
October 30, 2025
12:00p - 1:00p
Zoom Virtual Webinar
THE HIDDEN COSTS OF AGING
The Hidden Costs of Aging was created in collaboration with the Center for Innovative Care in Aging at the John Hopkins University School of Medicine. Our goal is to provide research and perspective on the costs associated with age-related care and housing, and to offer practical guidance on how those expenses can impact your financial plan for retirement. During this presentation, we will discuss retirement realities, profile of aging, care options, house considerations, and how to formulate a plan.
October 23, 2025
12:00p - 1:00p
Zoom Virtual Webinar
ESTATE PLANNING FOR RETIREMENT
Reaching retirement is a significant milestone and an important time to prepare for the year ahead. One significant step in preparing for the years to come is to make sure your estate plan is up to date. As life and laws change, be sure your estate plan is tailored appropriately for your needs and circumstances. Whether you have a plan or would like to understand the basics, this workshop will provide you with the information needed to move forward.
October 16, 2025
12:00p - 1:00p
Zoom Virtual Webinar
MAXIMIZING SOCIAL SECURITY
This session will provide details not only on the Social Security Retirement Program, but it will also cover the not-so-common filing strategy options when it comes to spouses' and divorced spouses' benefits. We will cover key factors to consider when determining the right time to file, how you can work and collect benefits at the same time, and/when to file the application. In addition, find out how your decision to file for Social Security benefits can affect widow(er) benefits. We know that navigating a government program can be overwhelming; however, you will be amazed at how easy it is to work with Social Security, navigate their planning resources, get your questions answered, and utilize the online tools.
October 9, 2025
12:00p - 1:15p
Zoom Virtual Webinar
NAVIGATING MEDICARE
Given the somewhat complicated coverage options: Part A, Part B, Part D, Medigap - It's easy to get lost in the alphabet soup known as Medicare. Fortunately, you don't have to go it alone. This informative workshop will help you understand your Medicare coverage options and optimize your retirement healthcare strategy.