Events
Upcoming Events
July 14, 2026
6:00p - 7:00p
Online Webinar
Family Financial Workshop Webinar
This workshop helps families move beyond spreadsheets and start meaningful conversations about money. Aligning values, sharing experiences, and creating a clear family direction around wealth.
Past Events
May 6, 2026
6:00p - 7:00p
Online Webinar
Your Retirement Paycheck Webinar
You’ve spent decades building your savings. Now it’s time to turn it into income you can rely on. In this educational session, we’ll cover: Create a dependable retirement income structure Coordinate Social Security and other income sources Plan for taxes and inflation Manage Required Minimum Distributions Build a sustainable withdrawal strategy Avoid the common traps that derail retirement plans Retirement isn’t just about having enough. It’s about creating a steady, intentional income plan that supports your lifestyle—without unnecessary risk or surprises.
February 24, 2026
6:00p - 7:00p
Online Webinar
What the New Tax Bill Could Mean for You Webinar
In this webinar, we will cover the updates to the tax law based on the One Big Beautiful Bill. You'll learn more about lower taxes, bigger deductions, family-friendly benefits, and be able to plan with confidence.
October 21, 2025
7:00p - 8:00p
Online Webinar
Money Matters--But Life Matters More Webinar
This webinar will present a values-based approach to financial planning that aligns wealth with personal faith, freedom, and purpose. Through the Treasure Plan and the Live Well…Give More framework, you'll learn how to create margin, set meaningful goals, and design a life where their money reflects what matters most.
July 15, 2025
6:00p - 7:00p
Online Webinar
Estate Planning Webinar
Many people put off estate planning because it feels complex or unnecessary—until it’s too late. In this webinar, we’ll walk you through the key steps to protect your assets, care for your loved ones, and make sure your wishes are honored, no matter what life brings.