Events

We will continue to schedule educational programs for our clients' benefit, please check this page for updates. If none of the currently scheduled events are applicable to you, please reach out to one of our advisors. We appreciate your feedback and strive to schedule educational programs that are informative and timely.

Upcoming Events

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

Past Events

September 22, 2021

5:00p - 6:00p

VIA WEBINAR

Financial & Retirement Success Strategies - September 22

We hope you can join us for a workshop designed to help you gain a greater understanding of the possibilities your future holds and how our team can help you get there.

September 15, 2021

5:00p - 6:00p

VIA WEBINAR

Retire on Purpose - September 15

In this seminar you'll hear from some of the nation's foremost experts on the importance of creating a satisfying, purpose-driven life - and how a sense of purpose can actually help you live longer, healthier, and happier.  You'll come away with the tools to help put that life within your reach so you can begin reconciling your desires with your financial priorities.

August 18, 2021

5:00p - 6:00p

VIA WEBINAR

Charitable Giving Strategies for Retirement Plans - August 18

Many people may not realize that there are options available to leave some of your retirement funds to a charity of your choosing.

August 11, 2021

5:30p - 6:45p

VIA WEBINAR

Financial & Retirement Success Strategies - August 11

We hope you can join us for a workshop designed to help you gain a greater understanding of the possibilities your future holds and how our team can help you get there.

July 22, 2021

5:00p - 6:00p

VIA WEBINAR

Medicare 101: Your Starter Guide to Medicare - July 22

Join us for an introductory workshop to all things Medicare where our guest speaker will answer some of the most common questions we hear, including: - Is it mandatory to enroll in Medicare at age 65? - What is Medicare and how much does it cost? - What are the differences between all the Medicare supplements? - Will I be penalized if I keep my employer-sponsored coverage? - How do I choose a carrier or broker?

June 10, 2021

5:00p - 6:00p

VIA WEBINAR

Estate Planning 101 - June 10

Join us for an introductory workshop to estate planning where our guest speaker will cover: - Recent estate tax law changes and those on the horizon - The basic components of an estate plan, including: Wills, Living Trusts and Powers of Attorney - Advanced estate planning techniques

June 10, 2021

8:30a - 9:30a

VIA WEBINAR

1 Hour To Savvy Cybersecurity: 10 Threats Every Person And Business Faces—And How To Fight Them Now

Data breaches, computer hacks, phishing, and more. Identity theft is one of the fastest growing crimes. Learn the top ten tactics used by fraudsters and the ways you can protect yourself, your family, your clients, and your business today. This one-hour workshop will acquaint CPAs, attorneys, and other professionals with cybersecurity principles designed to stop the most common cybersecurity threats. CPAs may earn up to one hour of CPE credit for attending this virtual educational presentation.

June 9, 2021

5:30p - 6:45p

VIA WEBINAR

Financial & Retirement Success Strategies - June 9

We hope you can join us for a workshop designed to help you gain a greater understanding of the possibilities your future holds and how our team can help you get there.

May 12, 2021

5:00p - 6:00p

VIA WEBINAR

Tips for First-Time Home Buyers - May 12

During this webinar, we will cover: -Reviewing your credit and its impact on purchasing a home -Loan types and how to qualify -Steps to take on your journey to home ownership

May 11, 2021

5:00p - 6:00p

VIA WEBINAR

Beyond Insurance - May 11

During this informational webinar, we will aim to answer the question we most commonly hear, including: • Where does insurance fit into financial planning? • What does “comprehensive” financial services entail? • How would a financial plan help me? • What makes your process unique?

May 4, 2021

5:30p - 6:45p

VIA WEBINAR

Financial & Retirement Success Strategies - May 4

We hope you can join us for a workshop designed to help you gain a greater understanding of the possibilities your future holds and how our team can help you get there.

April 22, 2021

5:00p - 6:00p

VIA WEBINAR

Property & Casualty Insurance 101 - April 22

Have you reviewed your homeowner’s insurance recently? There are many endorsements that may be available that you are not taking advantage of! It’s important to review your policy and these endorsements on a regular basis, including considering any new discounts that may be available.

April 7, 2021

5:30p - 6:45p

VIA WEBINAR

Financial & Retirement Success Strategies - April 7

We hope you can join us for a workshop designed to help you gain a greater understanding of the possibilities your future holds and how our team can help you get there.

March 23, 2021

5:00p - 6:00p

VIA WEBINAR

Protecting Yourself from Phishing Scams - March 23

IRS and Coronavirus-related phishing scams are on the rise! Join us for a timely webinar to learn what to look out for and how to protect yourself.

March 9, 2021

5:00p - 6:00p

VIA WEBINAR

March 3, 2021

5:30p - 6:45p

VIA WEBINAR

February 10, 2021

5:00p - 6:00p

VIA WEBINAR

February 3, 2021

5:30p - 6:45p

VIA WEBINAR

January 27, 2021

5:00p - 6:00p

VIA WEBINAR

January 14, 2021

5:30p - 6:45p

VIA WEBINAR

November 17, 2020

5:30p - 6:45p

VIA WEBINAR

October 14, 2020

5:30p - 6:45p

VIA WEBINAR

September 16, 2020

5:30p - 6:45p

VIA WEBINAR

August 19, 2020

5:30p - 6:45p

VIA WEBINAR

July 28, 2020

8:30a - 9:30a

VIA WEBINAR

May 28, 2020

12:00p - 1:00p

VIA WEBINAR

May 27, 2020

5:30p - 6:30p

VIA WEBINAR

April 27, 2020

5:00p - 5:45p

Via Webinar

April 23, 2020

5:00p - 5:45p

Via Webinar

February 28, 2019

8:30a - 11:30a

Maggiano's Little Italy at the Rim

5 Strategies for Making 2019 Your Best Year Yet

Special Guest Speaker: Bill Cates

Event Registration