Events

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.

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.

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.

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.

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?

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

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.

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.

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

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?

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.

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.

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.

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.

Selecting Your Best Healthcare Benefits

Financial & Retirement Success Strategies - March 3

Understanding Your Social Security Benefits

Financial & Retirement Success Strategies - February 3

Tax Update & Planning For 2021

Financial & Retirement Success Strategies - January 14

Financial & Retirement Success Strategies

Financial & Retirement Success Strategies

Financial & Retirement Success Strategies

Financial & Retirement Success Strategies

Savvy Social Security Planning: What CPAs, Attorneys, and Other Professionals Need to Know About Social Security Claiming Strategies

Key Financial Strategies During Volatile Times - May 28

Key Financial Strategies During Volatile Times - May 27

Key Financial Strategies During Volatile Markets - April 27

Key Financial Strategies During Volatile Markets - April 23

5 Strategies for Making 2019 Your Best Year Yet

Special Guest Speaker: Bill Cates