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Events

Upcoming Events

May 7, 2024

6:00p - 7:00p

Online Webinar

4 Keys to Cutting College Costs Webinar

Discover essential strategies for cutting college costs in our upcoming webinar. Learn insider tips on financial aid, explore effective mechanisms to lower tuition costs, and review other methods to secure a cost-effective college education. Reserve your spot now to gain insights on avoiding unnecessary expenses in higher education.

Past Events

February 27, 2024

6:00p - 7:00p

Online Webinar

How Tax Planning Changes Through Four Stages of Retirement Webinar

Retirement brings major tax changes that can catch people off guard. This webinar will overview how tax planning must adapt across four phases of retirement: preretirement (age 50-60), early retirement (age 60-70); middle retirement (age 70-80), and late retirement (age 80+). We will cover key topic such as Medicare premium surcharges, managing tax brackets, charitable giving techniques to reduce taxes, and estate planning considerations. You'll learn concrete strategies to optimize taxes at each stage. The goal is to maximize income and minimize taxes across your retirement. We hope you can join us!

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.

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!

Event Registration


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