Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you and friends and associates to our guest list.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
Organizing Your Financial Life - Financial Literacy Series
June 16, 2026 12:00p - 1:00p Eastern Standard Time
Zoom Webinar Meeting
We are pleased to invite you to Session 4 of our Financial Literacy Webinar Series, Organizing Your Financial Life. This session brings together the essential elements of personal financial wellness and provides practical guidance to help you build clarity, structure, and confidence in your financial journey. Presented by Dynasty Advisors: Peter D'Amico, CFP®, AIF® and Eric James, Financial Advisor. Whether you are just getting started or looking to strengthen your financial foundation, this educational session will introduce core investing principles and practical strategies to help you grow wealth with confidence over time. Click on the event topic to read more details. Thank you!
Estate Planning Fundamentals - Financial Literacy Series
June 10, 2026 12:00p - 1:00p Eastern Standard Time
Zoom Webinar
Financial Literacy Series - Join us for the third session of 4+ in our series. Session 3: Estate Planning Fundamentals Webinar Presentation Hosted by Dynasty Advisors and presented by Kevin D. Birkhead, Esq, Timoney Knox Attorneys At Law. Whether you are just getting started or looking to strengthen your financial foundation, this educational session will introduce core investing principles and practical strategies to help you grow wealth with confidence over time. Click on the event topic to read more details. Thank you!
First Time Home Buyer's Guide - Financial Literacy Series
May 20, 2026 12:00p - 1:00p Eastern Standard Time
Zoom Webinar
Financial Literacy Series - Join us for the second session of 4+ in our series. Session 2: First Time Home Buyer's Guide Webinar Presentation Hosted by Dynasty Advisors and presented by Michael Esposito, Senior Loan Officer Whether you are just getting started or looking to strengthen your financial foundation, this educational session will introduce core investing principles and practical strategies to help you grow wealth with confidence over time. Click on the event topic to read more details. Thank you!
Investing Basics Webinar - Financial Literacy Series
May 6, 2026 12:00p - 1:00p Eastern Standard Time
Zoom Webinar
Financial Literacy Series - Join us for the first session of 4+ in our series. Session 1: Investing Basics Webinar Presentation Hosted and presented by Dynasty Advisors. Whether you are just getting started or looking to strengthen your financial foundation, this educational session will introduce core investing principles and practical strategies to help you grow wealth with confidence over time. Click on the event topic to read more details. Thank you!