Events
We seek to be faithful stewards to our clients and our community. We want to help you gain confidence and reduce stress, by offering educational workshops on some important principles of financial health. Check back here frequently to keep up with scheduled educational workshops, seminars and events.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
January 14, 2021
7:00p - 7:45p
WEBINAR - ONLINE EVENT
Take Charge 2021: Retirement
Take Charge and Join us for an educational seminar that focuses on: • Assessing factors that affect retirement income needs • Developing sources of retirement income • Determining your retirement savings goal • Implementing investment strategies for retirement • Potentially safeguarding assets from the unexpected
January 14, 2021
4:30p - 5:30p
WEBINAR - ONLINE EVENT
Take Charge 2021: Retirement
Take charge and join us for an educational seminar that focuses on: • Assessing factors that affect retirement income needs • Developing sources of retirement income • Determining your retirement savings goal • Implementing investment strategies for retirement • Potentially safeguarding assets from the unexpected
January 14, 2021
12:00p - 1:00p
WEBINAR - ONLINE EVENT
Take Charge 2021: Retirement
Take Charge and Join us for an educational seminar that focuses on: • Assessing factors that affect retirement income needs • Developing sources of retirement income • Determining your retirement savings goal • Implementing investment strategies for retirement • Potentially safeguarding assets from the unexpected
August 7, 2020
1:00p - 2:00p
ANYWHERE YOU HAVE INTERNET ACCESS
Retirement: Building a Comfortable Lifestyle for Tomorrow
Back by popular demand!! This 50 minute web-cast is designed to educate and stimulate thoughts and conversation surrounding retirement topics of importance such as: How Much Money Will You Need? How Will You Get There? Basic Wise Investment Principles and Tips for Protecting Your Nest Egg. This web-cast is provided to educate and encourage productive conversation to help attendees understand and be encouraged in their endeavors to plan for retirement.
June 25, 2020
5:30p - 6:30p
Attend from ANYWHERE you have internet access! Click on the event to find link to register for the Webinar
Retirement: Building a Comfortable Lifestyle for Tomorrow
A 50 minute webinar designed to educate and stimulate thoughts and conversation surrounding retirement topics of importance such as: How Much Money Will You Need? How Will You Get There? Basic Wise Investment Principles and Tips for Protecting Your Nest Egg. This webinar is provided to educate and encourage productive conversation to help attendees understand and be encouraged in their endeavors to plan for retirement.
June 11, 2020
12:00p - 12:30p
Attend from ANYWHERE you have internet access! Click on the event to find link to register for the Webinar.
Social Security: Options To Help You Maximize Your Benefits - Virtual Seminar
Social Security is a key source of guaranteed income in retirement. Do you have questions about Social Security? This 20 minute, educational webinar is designed to shed some light on the topic of social security and help start the conversation and to help attendees better understand their options planning for and approaching retirement.
May 28, 2020
12:30p - 1:30p
Attend from ANYWHERE you have internet access! Click on the event to find link to register for the Webinar.
WEBINAR - Planning for Income to Last your Lifetime: 5 Key Risks
This 40 minute educational webinar aims to start the conversation surrounding questions such as: Will I be able to maintain my lifestyle? Will I be able to meet all my expenses? Can I retire now? Or should I wait? How should my assets be allocated? But the biggest question of all—and the most pressing concern for the many retirees and pre-retirees is: Will my money last? Will there be money left over to leave to your loved ones? Join us for this educational webinar!
May 14, 2020
5:30p - 6:30p
Attend from ANYWHERE you have internet access! Click on the event to find link to register for the Webinar
WEBINAR - Retirement: Building a Comfortable Lifestyle for Tomorrow
A 50 minute webinar designed to educate and stimulate thoughts and conversation surrounding retirement topics of importance such as: How Much Money Will You Need? How Will You Get There? Basic Wise Investment Principles and Tips for Protecting Your Nest Egg. This webinar is provided to educate and encourage productive conversation to help attendees understand and be encouraged in their endeavors to plan for retirement.
April 23, 2020
1:00p - 2:00p
Attend from ANYWHERE you have internet access! Click on the event to find link to register for the Webinar.
WEBINAR - Social Security: Options To Help You Maximize Your Benefits
Social Security is a key source of guaranteed income in retirement. Do you have questions about Social Security? This 20 minute, educational webinar is designed to shed some light on the topic of social security and help start the conversation and to help attendees better understand their options planning for and approaching retirement.
April 9, 2020
12:00p - 1:00p
Attend from ANYWHERE you have internet access! Click on the event to find link to register for the Webinar
WEBINAR - Retirement: Building a Comfortable Lifestyle for Tomorrow
A 50 minute webinar designed to educate and stimulate thoughts and conversation surrounding retirement topics of importance such as: How Much Money Will You Need? How Will You Get There? Basic Wise Investment Principles and Tips for Protecting Your Nest Egg. This webinar is provided to educate and encourage productive conversation to help attendees understand and be encouraged in their endeavors to plan for retirement.
March 26, 2020
4:00p - 5:00p
Attend from ANYWHERE you have internet access! Click on the event to find link to register for the Webinar.
WEBINAR - Planning for Health Care in Retirement
Join us for this free webinar to gain insight into health care costs. We will take a look into Medicare- what it covers and what it costs, and discuss a 4-step process for creating a health care plan. Learn about some of the factors driving up health care costs and many other important things to know. Empower yourself through education. Copy and Paste this Link >> https://zoom.us/webinar/register/WN_FNDGCCeGSzmmpUE1gEr1FA
March 10, 2020
3:30p - 4:15p
Attend from ANYWHERE you have internet access! Click on the event to find link to register for the Webinar.
WEBINAR - Behavioral Finance: Why investors make the decisions they do
Why do we make the finance and investment decisions that we do? In this Webinar we will discuss 6 types of behavior bias that can affect our decision making processes - anchoring bias, confirmation bias, recency bias and 3 others! Behavioral finance is the intersection of behavioral psychology and finance that helps explain why people make irrational financial decisions. It informs every financial decision we make. Join us for this free educational opportunity! Copy and paste the Link to Register >> https://zoom.us/webinar/register/WN_BoIQWlL-QjG2TbzilsqMTg
February 25, 2020
3:30p - 4:30p
Attend from ANYWHERE you have internet access! Click on the event to find link to register for the Webinar.
WEBINAR - Planning for Income to Last your Lifetime: 5 Key Risks
This 40 minute educational webinar aims to start the conversation surrounding questions such as: Will I be able to maintain my lifestyle? Will I be able to meet all my expenses? Can I retire now? Or should I wait? How should my assets be allocated? But the biggest question of all—and the most pressing concern for the many retirees and pre-retirees is: Will my money last? Will there be money left over to leave to your loved ones? Join us for this educational webinar!
February 11, 2020
4:30p - 5:00p
Attend from ANYWHERE you have internet access! Click on the event to find link to register for the Webinar.
WEBINAR - Social Security: Options to Help You Maximize Your Benefits
Social Security is a key source of guaranteed income in retirement. Do you have questions about Social Security? This 30 minute, educational webinar is designed to shed some light on the topic of social security and help start the conversation and to help attendees better understand their options planning for and approaching retirement.
January 30, 2020
11:30a - 12:30p
Attend from ANYWHERE you have internet access! Click on the event to find link to register for the Webinar.
WEBINAR - Investment Fundamentals: Five Myths and Truths of Investing
Please join us for a 50 minute Educational Webinar where we will focus on some investment fundamentals: • Five myths and truths of investing • Strategies that could help your money work smarter and harder • How to select investments that match your objectives • Diversifying your portfolio to help limit your exposure to risk • The potential benefits of professionally managed investments • How to help your money accumulate with tax-advantaged accounts REGISTER for Free: Copy and paste the following link into your browser address bar --> https://zoom.us/webinar/register/WN_Ey311YdVSp6AP3P0zAUwdA
January 16, 2020
12:30p - 1:30p
Attend from ANYWHERE you have internet access! Click on the event to find link to register for the Webinar.
WEBINAR - Retirement: Building a Comfortable Lifestyle for Tomorrow
A 50 minute webinar designed to educate and stimulate thoughts and conversation surrounding retirement topics of importance such as: How Much Money Will You Need? How Will You Get There? Basic Wise Investment Principles and Tips for Protecting Your Nest Egg. This webinar is provided to educate and encourage productive conversation to help attendees understand and be encouraged in their endeavors to plan for retirement. Copy and paste this link into your address bar to register --> https://zoom.us/webinar/register/WN_ncdgAO88QI2fiPxF0XO86Q