Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
October 13, 2026
6:00p - 7:00p
Online Webinar
What's New in Social Security Webinar
This presentation provides a practical update on the most important Social Security and Medicare changes for 2026, including the new cost-of-living adjustment, earnings limits, taxes, Medicare premiums, and legislative updates. It also examines the future of Social Security, current claiming rules, and planning opportunities that can help retirees maximize benefits and avoid costly mistakes.
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.
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.