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Upcoming Events

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

Past Events

February 18, 2021

5:30p - 7:00p


The Biden Tax Proposal

Joe Biden's proposed tax platform could lead to major changes to existing federal tax rules applicable to may individuals and businesses.  There could be sweeping changes aimed at many federal tax categories.  These changes may impact Social Security tax, individual income tax, business and investment tax, capital gain tax, and federal and gift tax exemptions. Please join us for an informative seminar outlining these proposed changes and how they may impact your situation.

October 27, 2020

5:00p - 6:00p


Retire with Resiliency

Retirement planning for women.

October 13, 2020

5:00p - 6:00p


State of Your Estate

We will be exploring 4 important estate planning tops: 1) Avoiding costly planning errors 2) Naming beneficiaries correctly 3) Controlling Asset Distribution 4) Organizing and Planning

October 6, 2020

5:00p - 6:00p


Play on Purpose

Please join us for our upcoming webinar "Play on Purpose." We will be exploring the healthy living equation for putting the power of play into your retirement.

September 29, 2020

5:00a - 6:00a


Retire on Purpose

Please join us for our upcoming webinar "Retire on Purpose." We will be looking beyond financial planning to explore how to create the life you want and find your purpose in retirement.

September 22, 2020

4:00p - 5:00p


Everyday Apps For Extraordinary Times

These days most of us never leave the house without our phones.  Unlike the phones of decades past that only made calls, these days our phones help us to do just about everything. Join us for a complimentary seminar about leveraging technology to navigate our new normal.  We will be discussing apps you can use on your phone to do anything from staying in touch with friends and family during COVID-19 to protecting your personal information.

September 17, 2020

4:00p - 5:30p


6 Steps to Legacy Planning for the Generations

Most people spend quite a bit of time thinking about and planning for retirement.  Unfortunately, very few take the time to plan for what comes after retirement.  What kind of legacy do you want to leave behind? This informative presentation will give you some actionable items on how to start the estate planning process including: * Your legacy will write itself, for better or worse, if you do nothing.  Why having a will and/or trust is paramount. * Generational planning is a meaningful, even fun, process that is not driven by documents. * Follow a six-step legacy planning process to start leaving your mark for the next generation.

July 16, 2020

4:00p - 5:00p


Event Registration