Events
2026-02-26T18:00:00
Thriving in your Golden Years Watch Party
Please join us for the Thriving in your Golden Years watch party lunch at our office.
This educational session is designed to address many of the common challenges retirees face today and to offer practical strategies you can apply to your own financial journey.
During the webinar, we will explore:
• Managing your retirement income – Building reliable income streams from Social Security, pensions, IRAs and more
• Estate planning essentials – Understanding key documents, probate and beneficiary considerations
• Retirement assets and accounts – Navigating investment choices, distribution rules and required minimum distributions
• Tax-efficient investing – Strategies for keeping more of what you’ve worked so hard to save
With changing laws, shifting markets and an evolving interest rate environment, retirees are facing new and complex decisions.
Doors will open 30 minutes before the webinar starts. Lunch will be provided. Seats are limited so register now!
This is an informational event, and no products will be sold. Our goal is to always provide ongoing value to our clients, and this new workshop is just one way we’re continuing our tradition of doing so.
2026-02-26T23:00:00
Thriving in your Golden Years Watch Party
Please join us for the Thriving in your Golden Years watch party dinner at our office.
This educational session is designed to address many of the common challenges retirees face today and to offer practical strategies you can apply to your own financial journey.
During the webinar, we will explore:
• Managing your retirement income – Building reliable income streams from Social Security, pensions, IRAs and more
• Estate planning essentials – Understanding key documents, probate and beneficiary considerations
• Retirement assets and accounts – Navigating investment choices, distribution rules and required minimum distributions
• Tax-efficient investing – Strategies for keeping more of what you’ve worked so hard to save
With changing laws, shifting markets and an evolving interest rate environment, retirees are facing new and complex decisions.
Doors will open 30 minutes before the webinar starts. Dinner will be provided. Seats are limited so register now!
This is an informational event, and no products will be sold. Our goal is to always provide ongoing value to our clients, and this new workshop is just one way we’re continuing our tradition of doing so.
2026-03-07T15:00:00
Women Wealth and Wisdom Brunch
Join us for a fabulous brunch bringing women together for connection, laughter, and meaningful conversations!
Women, Wealth, & Wisdom is a space to enjoy good food, great company, and thoughtful discussions around money, life, and community in a relaxed, welcoming atmosphere.
What to Expect:
🥂 Brunch & mimosas
🎉 Fun financial games & prizes
💬 Engaging discussions and shared experiences
🤝 Easy, natural networking
💡 Helpful financial tips and tricks for the new year
During our time together, we’ll also participate in a collective Action Team experience to support women and children in our community.
We’re partnering with a women-founded nonprofit childcare center, and attendees are invited to bring in-kind donations to support their work. Together, we’ll turn connection into impact.
Come ready to connect, laugh, and leave encouraged!
No products will be sold.