Events

Upcoming Events

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

Past Events

June 25, 2020

4:30p - 5:30p

Zoom Webinar

Retire Happy! SECURing Your Retirement Legacy

The recent market dives, coupled with trying to understand the impacts of the SECURE Act, has many people worried about retirement. Particularly retirees and those nearing retirement. If you have questions or concerns, make plans to join the conversation where we will discuss the opportunities brought about amidst the recent changes.

June 23, 2020

11:30a - 12:30p

Zoom Webinar

Retire Happy! SECURing Your Retirement Legacy

The recent market dives, coupled with trying to understand the impacts of the SECURE Act, has many people worried about retirement. Particularly retirees and those nearing retirement. If you have questions or concerns, make plans to join the conversation where we will discuss the opportunities brought about amidst the recent changes.

May 26, 2020

11:00a - 12:00p

Zoom Webinar Meeting

The SECURE Act and What You Need to Know

Baby Boomers everywhere are either retired or getting ready for retirement. Because the SECURE Act changed the retirement rules, retirement strategies also need to change. Learn the new rules and how you can be more prepared for the future.

May 21, 2020

3:30p - 4:30p

Zoom Webinar Meeting

The SECURE Act and What You Need to Know

Baby Boomers everywhere are either retired or getting ready for retirement. Because the SECURE Act changed the retirement rules, retirement strategies also need to change. Learn the new rules and how you can be more prepared for the future.

May 5, 2020

5:30p - 6:30p

Webinar Meeting- Upon registering you will receive a link to join the webinar

January 27, 2020

5:30p - 6:30p

Via Health and Fitness Center

Women Interested in Money & Purpose

Join other women like yourself at our Inaugural Women Interested in Money and Purpose Financial workshop. Together let's learn how to leverage our natural strengths as Women and Learn to anticipate and prepare to meet the financial realities of LIFE!

July 15, 2019

5:30p - 7:00p

Via Community Center

Retirement Income Lifestyle and Legacy Planning

Creating Legacies by Growing, Protecting and Positioning Assets for Generational Wealth Transfers

Event Registration