Events

Upcoming Events

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

Past Events

April 8, 2022

12:00p - 1:00p

The Innovation Portal

SMART Women Invest (in person) Friday Monthly Lunch Series

You can't anticipate everything. but a well thought out and written financial "Game Plan" and strategy can help address some of the big "what-ifs" as you prepare for retirement. There are a lot of things about retirement you can't predict- like how long you will live, or the effect of inflation. That's why it's important to have a level of flexibility in your retirement income strategy.

April 5, 2022

6:00p - 7:00p

The Innovation Portal

Solutions for retirement realities (In Person Presentation)

You can't anticipate everything. but Allianz 222 Annuity can help address some of the big "what-ifs" as you prepare for retirement. There are a lot of things about retirement you can't predict- like how long you will live, or the effect of inflation. That's why it's important to have a level of flexibility in your retirement income strategy.

March 31, 2022

6:00p - 7:00p

Virtual Presentation

Solutions for retirement realities.

You can't anticipate everything. but Allianz 222 Annuity can help address some of the big "what-ifs" as you prepare for retirement. There are a lot of things about retirement you can't predict- like how long you will live, or the effect of inflation. That's why it's important to have a level of flexibility in your retirement income strategy.

March 26, 2022

10:00a - 11:00a

Virtual Presentation

Don't Worry... RETIRE HAPPY!

Most of us imagine retirement as a happy time, a reward for a lifetime of hard work, full of possibility and potential. We have good reason to see retirement in a positive light. Americans are living longer, healthier lives than ever before. In fact, for some of us, retirement will make up a full third of our lives. Of course, this means that our retirement assets will have to do more for us over a longer period of time. This makes planning for our retirement essential.

March 23, 2022

11:30a - 1:00p

Innovation Portal

The SMART Woman's Guide to Financial Success

When it comes to "Retirement" planning and building and rebuilding personal wealth, women face a number of unique challenges. It's important to recognize these challenges and plan accordingly. Join the conversation with other like-minded women and learn the 5 Strategies to Help You Confidently LEAD Like a Woman!

February 22, 2022

6:00p - 7:00p

Virtual Presentation

The SMART Woman's Guide to Financial Success

When it comes to "Retirement" planning and building and rebuilding personal wealth, women face a number of unique challenges. It's important to recognize these challenges and plan accordingly. Join the conversation with other like-minded women and learn the 5 Strategies to Help You Confidently LEAD Like a Woman!

November 11, 2021

11:30a - 12:30p

Virtual Presentation

Don't Worry... RETIRE HAPPY!

Join other likeminded women aged 50+ as we discuss the importance of planning for retirement. Even if you are already retired, you WILL WANT to join the conversation and learn how you can generate lifetime income while protecting your money from stock market decline.

November 8, 2021

5:30p - 6:30p

Virtual Presentation

Retirement Savings Challenges for Women...

Join other likeminded women aged 50+ as we discuss the importance of planning for retirement. Even if you are already retired, you WILL WANT to join the conversation and learn how you can generate lifetime income while protecting your money from stock market decline.

September 13, 2021

5:30p - 6:30p

Virtual Presentation

Retirement Savings Challenges for Women...

Join other likeminded women aged 50+ as we discuss the importance of planning for retirement. Even if you are already retired, you WILL WANT to join the conversation and learn how you can generate lifetime income while protecting your money from stock market decline.

November 13, 2020

11:00a - 12:00p

Virtual Meeting:

#SMART Women Finish Strong,,,

#SMART Women Finish Strong is a Financial and Empowerment Focus Group for Women by Women. I am SO EXCITED and I sure do hope you can join me,, "SEE" you this Friday, and as always feel free to invite a friend!

November 5, 2020

6:00p - 7:00p

Zoom Webinar

Solo (k): Big Opportunity for the Solo Entrepreneur....

The perks of being self-employed are plenty but there is at least one significant drawback: the lack of an employer sponsored retirement plan. If you are a self-employed business owner with no full-time employees or report 1099 income you owe it to yourself to join our upcoming Solo 401 k) webinar. Learn how to quickly save for retirement and reduce taxes

October 30, 2020

11:30a - 12:30p

Zoom Webinar

Solo (k): Big Opportunity for the Solo Entrepreneur....

The perks of being self-employed are plenty but there is at least one significant drawback: the lack of an employer sponsored retirement plan. If you are a self-employed business owner with no full-time employees or report 1099 income you owe it to yourself to join our upcoming Solo 401 k) webinar. Learn how to quickly save for retirement and reduce taxes

September 25, 2020

10:00a - 11:00a

Zoom Webinar

Solo Entrepreneurs: More in Your Pocket than Uncle Sam's...

You've worked hard all year as the sole proprietor of a business with no employees. All that hard work has paid off, and business is flourishing. Now is the time to put those hard-earned dollars to work for you. Join us and learn how a Solo (k) can help pave your path to your long-term financial independence.

September 21, 2020

6:30p - 7:30p

Online Event

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