Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
May 27, 2021
3:30p - 4:00p
Webinar via Zoom
Retirement Planning Strategies for Women
Ruth Bader Ginsburg had it right, women belong in all places where decisions are being made. That includes in the financial planning arena. Click on the event title for more information.
May 20, 2021
3:30p - 4:00p
Webinar via Zoom
Looking Beyond Social Security for Retirement Income Planning
The Good news? People are living longer these days which means you could enjoy more time in retirement. It also means retirement would cost more. Have you planned for that? Click on the event title for more information.
May 13, 2021
3:30p - 4:00p
Webinar via Zoom
The Countdown to Retirement Starts NOW
Will Smith once said if you stay ready, you don't have to get ready--that's especially true for retirement. Click on the event title for more information.
May 6, 2021
3:30p - 4:00p
Webinar via Zoom
Debt Management & Student Loan Forgiveness
In 30 minutes or less you'll learn practical tips to reduce debt including tackling student loans. Click on the event title for more information.
April 29, 2021
3:30p - 4:00p
Webinar via Zoom
Maximizing Cash Flow for Today and Tomorrow
In 30 minutes or less you'll learn practical money management strategies that will make a difference. Click on the event title for more information.