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Upcoming Events

November 14, 2023

6:00p - 7:00p

Online Webinar

30 Minutes to Savvy Cybersecurity Webinar

In today's digital world, everyone faces cybersecurity risks that can lead to identity theft, compromised accounts, and loss of private data. This presentation provides practical steps you can take right now to better secure your online presence and sensitive information.

Past Events

September 19, 2023

6:00p - 7:00p

Online Webinar

Faith Based Investing: Aligning Your Investments With Your Values Webinar

In this presentation, we will define the philosophy and screening criteria for faith based investing. We will also show how we apply these principles to diversified investment portfolios, and share more about our investment program options. We are looking forward to sharing this investment option with you, so please plan to join us to learn more.

June 6, 2023

6:00p - 7:00p

Online Webinar

The New Retirement Rules: Understanding SECURE Act 2.0 Webinar

In this presentation, we will discuss the highlights of the SECURE Act 2.0 and explore the impact this legislation will have on you and your plans for retirement. We will break down how these new provisions will give you more time to save for retirement, and show you how these provisions work so that you can take advantage of them. We hope that you will leave this presentation with more ideas for the best ways to save for your future.

February 8, 2023

6:00p - 7:00p

Online Webinar

The Secrets to International Travel Webinar

In this presentation, we will talk about preparing for international travel. It's important to travel in order to experience cultures outside of your own. Traveling can expose you to different customs that you might like to adopt into your own lifestyle. We will discuss budgeting for a big trip, health and safety precautions to take, and take an inside look at getting the most out of your trip!

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