Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
June 4, 2022
6:30p - 9:00p
Capaha Field - HOME RUN DECK
September 24, 2020
6:00p - 7:00p
ONLINE - ZOOM Video Conferencing
WEBINAR: 5 Things Every Woman Should Know About Investing
The choices women make about working, having a family, or responding to life’s curve balls can have a significant impact on their financial future.
September 10, 2020
6:00p - 7:00p
ONLINE - ZOOM Video Conferencing
WEBINAR: Savvy Social Security Planning: What Baby Boomers Need to Know About Their Retirement Income
People are hurting their retirements by making terrible, costly decisions about Social Security!
September 3, 2020
6:00p - 7:00p
ONLINE - ZOOM Video Conferencing
WEBINAR: Tax Planning Through 4 Stages of Retirement
Learn the 4 Keys to tax planning throughout various stages in retirement, some of which are important to understand prior to actually retiring.
August 27, 2020
6:00p - 7:00p
ONLINE - ZOOM Video Conferencing
WEBINAR: The Home Stretch - 7 Things You Need to Do in the Decade Before You Retire
Reaching the point in your career where you can see the finish line is much like a runner turning the last corner—the intensity ratchets up as you enter the home stretch.
August 13, 2020
6:00p - 7:00p
ONLINE - ZOOM Video Conferencing
WEBINAR: CYBERSECURITY - 10 Threats Every Person and Business Faces
Come learn the many actions you can take today that will block the cyber crooks from wreaking havoc on your identity and your finances.
July 30, 2020
6:00p - 7:00p
ONLINE - ZOOM Video Conferencing
WEBINAR: Our Modern Approach to Retirement Income Planning
COVID-19 may have changed the world, but it hasn't changed one's desire to retire. Come learn how nearly four decades of experience has helped our clients be better positioned to address the numerous retirement risks faced everyday.
July 23, 2020
6:00p - 7:00p
ONLINE - ZOOM Video Conferencing
WEBINAR: Savvy Social Security Planning: What Baby Boomers Need to Know About Their Retirement Income
People are hurting their retirements by making terrible, costly decisions about Social Security!
July 16, 2020
6:00p - 7:00p
ONLINE - ZOOM Video Conferencing
July 9, 2020
6:00p - 7:00p
ONLINE - ZOOM Video Conferencing
WEBINAR: Our Modern Approach to Retirement Income Planning
COVID-19 may have changed the world, but it hasn't changed one's desire to retire. Come learn how nearly four decades of experience has helped our clients be better positioned to address the numerous retirement risks faced everyday.
June 25, 2020
6:00p - 7:00p
ONLINE - ZOOM Video Conferencing
WEBINAR: Our Modern Approach to Retirement Income Planning
COVID-19 may have changed the world, but it hasn't changed one's desire to retire. Come learn how nearly four decades of experience has helped our clients be better positioned to address the numerous retirement risks faced everyday.