No Upcoming Events

We don’t have any public financial planning education events scheduled. When we do, we will post the details and a sign-up form below.

However, although we don’t have any public events planned, we do seek to educate each individual we work with.

Therefore, if you have a specific Financial/Retirement Planning Topic you’d like to learn more about, don’t hesitate to reach out and ask by clicking “contact” in the menu above. We’d be happy to answer your questions directly or send you a resource that does so.

About Us

With decades of combined experience, we at The Ivy League Advisory Group have assisted hundreds in improving both their financial position and confidence towards retirement. As an independent fiduciary retirement-planning firm, we specialize in designing enhanced retirement plans.

FAQ

Who should attend?

The information discussed is best suited to those who are looking to protect and maximize their retirement assets through a well-crafted retirement plan–regardless of if they are 2 or 20 years from retirement or already retired.

Are there any obligations attached?

While you’re welcome to schedule a free phone, video conference, or in-person consultation to best put the information discussed into action, there is no commitment or obligation attached to your attending.

If I attend a webinar, will other attendees be able to see me?

No, your attendance is anonymous to all but the presenter.

More Educational Resources

Books

Firm founder Brandon Archibald occasionally writes and lectures on the three central components of our holistic approach to lasting financial success:

Retirement Planning
Tax & Social Security Optimization
Estate Planning

Check out our books here

Podcast

Our podcast offers simple, easy-to-digest answers to many popular retirement-planning questions–one concise episode at a time.

Listen here

Through designing All-Inclusive Financial Plans by incorporating our three pillars–Retirement Planning, Tax & Social Security Optimization, and Estate Planning, our team is dedicated to providing the highest level of excellence and personalized attention to those we serve.

Investment advisory services are offered through The Ivy League Advisory Group, LLC., a Registered Investment Advisor registered in the states of NH, VT, & AZ.

As part of our commitment to comprehensive estate planning, The Ivy League Advisory Group, LLC partners with Estate Guru to provide access to legal expertise. Please be advised that we are not a law firm and do not offer legal services. All legal work is conducted by licensed attorneys working with Estate Guru.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of The Ivy League Advisory Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the states of NH, VT, & AZ or where otherwise legally permitted.