Events

Professional Exchange: Navigating Life & Health Insurance with Bridget Robinson

Join Bridget Robinson, Life & Health Client Advisor at Acrisure, for a practical, easy‑to-understand session on insurance planning. Bridget specializes in helping individuals and families make informed decisions around life insurance, disability coverage, health options, and overall risk protection.

Future Ready Finance - Future Money Makers (Virtual)

Future Ready Finance - Adulting with Money (Virtual Series)

This 2-part series will be held via Teams from 6:00-7:30 p.m. on July 21st and July 28th. We recommend parents plan to join for the last few minutes of each session.

Future Ready Finance - Adulting with Money (In-Person)

Check-in begins at 5:30 pm, with food and beverages provided. Adults are welcome to drop off and return for pickup, or stay and join us for a rooftop social gathering experience. Please register for only those and we will send confirmations as we get closer to the event.

Future Ready Finance - Future Money Makers (In-Person)

Check-in begins at 5:30 pm, with food and beverages provided. Adults are welcome to drop off and return for pickup, or stay and join us for a rooftop social gathering experience. Please register for only the children and we will copy parents on the confirmations as we get closer to the event.

Professsional Exchange: Travel Experiences, Concierge Planning & Memory‑Making Journeys with Vinal Desai Burbeck

Join Vinal Desai Burbeck, Chief Experience Officer at Wanderlark, for an inspiring conversation on curated travel experiences. Vinal specializes in designing meaningful, personalized trips that prioritize connection, ease, and unforgettable moments.

The Fragile Decade: Turning Retirement Apprehension Into Anticipation

Retirement is one of life’s most meaningful transitions — and yet, it’s also one of the most misunderstood. The five years leading up to retirement and the five years that follow it make up what researchers call “The Fragile Decade”: a critical window where financial decisions, emotional readiness, clarity of vision, and lifestyle structure have the greatest impact on long‑term retirement happiness. This session will guide you through the emotional and financial roadmap of this decade so you can replace uncertainty with confidence, purpose, and anticipation. Together, we’ll explore the predictable phases of major life transitions, why retirement often feels more emotionally challenging than expected, and the practical steps you can take to prepare both your finances and your lifestyle for this new chapter.

Professional Exchange: Commercial Insurance Essentials with Lisa Kennedy

Join Lisa Kennedy, Commercial Lines Service Director at TDA Insurance & Financial, for a session focused on protecting businesses through effective insurance strategy. Lisa works directly with business owners to evaluate risks, understand evolving coverage needs, and simplify what can often feel like an overwhelming process.

Professional Exchange: Community Impact Spotlight — Gleaners Community Food Bank

This Professional Exchange shines a spotlight on Gleaners Community Food Bank, one of the region’s most impactful nonprofits addressing food insecurity. While not focused on Katie specifically, she will help represent Gleaners’ mission, programs, and the meaningful ways individuals and businesses can support community hunger relief.

Virtual! Income & Spending: Social Security and Your Desired Spending Plan

A virtual workshop focused on understanding Social Security benefits and creating a personalized spending plan to support your financial goals and lifestyle.

Professional Exchange: Demystifying the Mortgage Process with Chris Terry & Erica Powers

Join Chris Terry, Producing Sales Manager at Flagstar Bank, and Erica Powers, Mortgage Loan Originator at First Merchants Bank, for an engaging Professional Exchange designed to make the home-financing process clearer, more approachable, and far less overwhelming. With more than 18 years of mortgage experience, Chris is known for his customer-service-driven approach and extensive knowledge of FHA, Conventional, VA, Rural Development, and renovation loan programs. His “under-promise and over-deliver” philosophy, Chairman’s Club recognition, and commitment to transparent communication make him a trusted resource for today’s homebuyers. Erica Powers brings a relationship-focused, personalized approach to lending. At First Merchants Bank, she works closely with buyers to identify the right financial solutions, guiding them confidently through purchasing, refinancing, and first-time buyer programs to ensure a smooth and informed mortgage experience.