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Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

October 19, 2023

5:30p - 6:30p

Zoom Event - Registration Required

Secure Your Future - Open Enrollment Strategies & Medicare Insights Webinar

Join Roxanne Blade, CFP and Sergio Silva, Humana Agent as they host this important overview of the top 5 employee benefits that often go unused and understanding Medicare options and open enrollment. Plan to join us and learn more about strategies to navigate these often complex choices. Maximizing your benefits and creating a Medicare roadmap are two very relevant issues as we head towards open enrollment season. Share this event with family and friends, and we look forward to helping you navigate the path to financial wellness.

June 6, 2023

5:30p - 6:30p

Zoom Online Event

Discussing Divorce

Register now to join this discussion as we cover some of the questions and scenarios many people may face during divorce. The panel, consisting of specialists in the legal, mental health, and financial field, will guide you through some of the most frequently encountered issues as well as your options.

June 3, 2023

9:00a - 12:00p

Blade Financial Services

Shred Day

Start getting your documents together for our annual charity shred event. We've teamed up with ProShred to offer you a safe and time saving alternative to dispose of your sensitive documents. We'll be here on Saturday, June 3rd from 9 am to 12 pm to offer you this service. Suggested donations of $5 per box are welcome as this event is designed to help us all come together and support the American Institute for Cancer Research.  Protecting your identity is essential Responsibly destroying sensitive documents is a smart way to stay safe. Please join me for Shred Day. Every ton of recycled paper saves 17 trees, so feel free to invite your friends and family along! See you there, and Let's Shred Cancer!

March 31, 2023 - April 14, 2023

8:15a - 9:15a

Blade Financial Services

February 22, 2023

5:30p - 6:30p

Live Zoom Webinar

Are You Getting Close to Retirement?

We are all unique individuals with different goals and dreams.  In your late 50’s and early 60’s is the time to consider - if you haven’t already - what that dream looks like.  Now, do your financials align with this dream? 

September 14, 2022

5:30p - 6:30p

Free Webinar

Economic and Markets Forecast with City National Rochdale and Blade Financial Services

Join Roxanne Blade as she hosts this live Webinar featuring our guest speaker Tom Galvin, Chief Investment Officer, from City National Rochdale as well as Fidelma Farinas-Cobas, Senior Investment Consultant, as they present their economic and markets update.

June 5, 2021

9:00a - 12:00p

2021 Shred-A-Thon : Let's SHRED Cancer Together!

Shred-A-Thon 2021 : Let's Shred Cancer Together!

Shred-A-Thon 2021 - JUNE 5th, 2021 - All proceeds raised go to the American Institute for Cancer Research

March 25, 2021

5:30p - 6:30p

Managing Your Lifestyle Zoom Webinar

Managing Your Lifestyle

Making three small adjustments can overwhelmingly impact your retirement!!

November 12, 2020

4:30p - 5:30p


October 1, 2020

4:00p - 5:00p


Big Life Shifts - The Financial and Legal Impact of Estate Planning

In a time of big life shifts, the last thing you want to think about are documents, calling specialists, and anything unrelated to JUST being with your loved ones. Do you know the vital documents and the actions necessary to provide your family with a smooth transition should you become ill or pass away? Come learn the financial and legal benefits of Estate Planning with this great duo - Bill and Roxanne Blade. We will make it easy to understand and not heavy... PROMISE!

September 2, 2020

4:00p - 5:00p

Virtual Meeting

What to consider before INVESTING IN REAL ESTATE??

What should you consider before buying an investment property? Flip, personal ownership, air bnb, seasonal rental..... We can help you with making sure you are ready for investment real estate ownership

July 8, 2020

2:00p - 3:00p

Free Zoom Webinar

Retirement Ready and Tax Savvy Webinar July 8, 2020

Join us July 8th, 2020 from 2PM to 3PM as Roxanne Blade and Lauryn Charles go over what you need to know to be Retirement Ready and Tax Savvy.

June 6, 2020

9:00a - 12:00p

Blade Offices

Shred Event

Let's shred Cancer together!! June 6 from 9-12pm. Bring your sensitive documents and you can even stay in your car we can remove documents directly from your trunk and you can watch your items be shredded from your car.

May 3, 2020 - December 3, 2020

6:00p - 7:00p

Zoom Webinar

End 2020 Strong and Start 2021 Powerfully!

Yes, 2020 has been a bizarre year... AND you don't need to be worried about your finances on top of everything else. I am inviting you to an exclusive masterclass at no charge to you. This Masterclass will offer a review of 2020 and the 5 ways to confidently start 2021 with a solid foundation, register today for access.

Event Registration