We're teachers at heart and firmly believe in arming our clients with the information they need to make good financial decisions.  Along the way, we like to have some fun, too. If any of the events below look interesting, please join us by clicking on the "Register" button or give us a call and we’ll be happy to add you to our guest list. If you know of others that would benefit from our workshops please feel free to bring a family member or friend!

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

February 20, 2024

12:00p - 1:00p

Virtual Meeting

Join us for a webinar on what 2024 may hold for the market and the economy!

A webinar to understand the challenges and opportunities of 2024 in the market and the economy, to help you make informed decisions in the year ahead.

September 29, 2021

6:00p - 7:00p

Virtual Webinar

Maximizing Your Social Security

We'll cover the when, why and how of filing for social security and provide guidance on how future retirees can maximize their benefits for their family.

July 28, 2021

6:00p - 7:00p

Virtual Webinar

8000 Days

While many think about retirement as a single phase of life, our experience has taught us that the 8000 days we may spend in retirement will likely be made up of multiple phases. Join us as we share research, trends and stories from each phase to better help you plan your retirement journey!

November 17, 2020

6:30p - 8:00p


5 Ways Technology Will Change the Way You Age

We’re living longer lives than our predecessors thanks to dramatic advancements in health care, science, and technology.  While life expectancies are increasing, it’s important that we not only live longer, but that we live better.  Join us as we discuss how, with proper planning, a healthy lifestyle, and the use of technology, we can not only increase the length of our life but the quality of our life.  In this innovative workshop we will discuss 5 ways technology can help us stay healthy and mobile, live in the home of our choice, and stay connected socially to family and friends as we age. 

October 22, 2020

6:30p - 8:00p

Virtual Webinar

8 Risks in the Retirement Red Zone

Most recent studies show that the average American is ill-prepared for retirement and highly anxious about their ability to retire. In this workshop, we’ll discuss eight “pitfalls” that many pre-retirees and retires face when planning for their retirement. These risks are missed by many but must be addressed in any effective planning scenario. More than just naming the risk, this workshop will offer options to address them in your retirement plan.

October 15, 2020

6:30p - 7:30p

Virtual Webinar

Election 2020: Its Impact on Markets & the Economy

Experts agree this may be the most important election in recent memory. Join us as we review the current state of the presidential race, unpack each candidates platform and discuss the impact of their policies on the market, the economy and your portfolio.

September 24, 2020

6:30p - 8:00p

Virtual Webinar

Aging & Its Impact on Your Housing Decisions

I want to invite you to join us to discuss an important conversation you're NOT having about retirement - it's implications on your housing! Created in collaboration with The Center for Innovative Care in Aging at the John Hopkins University School of Nursing, this workshop will provide comprehensive information on housing options in retirement and the financial implications of these choices. We will discuss a proactive approach that will help you design a plan that suits your needs and financial situation. The pros and cons of aging at home, independent living and various levels of assisted living will be covered, along with the costs of each option. Attendees will be provided with a workbook to help you assess your housing needs and evaluate the various housing options available in your community.

September 1, 2020

6:30p - 7:30p

Virtual Webinar

ReEngineering Retirement

While most of us look forward to retirement, many enter this phase of their lives without a thorough understanding of the special needs and unique financial challenges that retirees face. For those that are unprepared, retirement can be far more stressful than enjoyable. Join us for this workshop, as we lay the groundwork for a successful transition into your “Golden Years”. Learn how to determine your “retirement readiness”, develop a retirement strategy and begin transitioning from accumulation to income. We will identify the three levels of expenses and seven sources of potential income in retirement, and highlight five strategies to consider if the numbers don’t add up.

August 13, 2020

6:30p - 7:30p

Virtual Webinar

The ABC's of Long Term Care Planning

A long-term care situation may be the biggest risk to a confident retirement than many of us face. Join us for a presentation that will review the difference between health care and long-term care and the importance of designing a plan to address a long-term, chronic situation. We'll discuss various options available to cover the cost, who might want to consider long-term care insurance, the different options available in the marketplace and the pros and cons of each. We will finish with some suggestions about how to develop a plan to address a long-term care situation for you or your loved ones.

July 30, 2020

11:00a - 12:00p

Virtual Webinar

Retiring the Old Age Story

We have been told a certain story of what aging should look like. For a long time, we have bought into a version of “old age” filled with leisure, relaxation and spending time with the grandkids. But what if society’s thinking of aging is outdated? What if one day, we woke up and realized things could change if we wanted them to, and we didn’t have to live a vision of old age that was pieced together years ago? Join us as we utilize research from the MIT Age Labs to discuss the changing face of aging and provide a blueprint for designing the retirement of your dreams.

July 14, 2020

6:30p - 7:30p

Virtual Webinar

Maximizing Social Security

For many Americans, social security benefits are crucial for a comfortable retirement.  Yet, many have little understanding of how the program works or how to get the maximum benefit for their family.  In recent months there have been major changes to the social security program.  We will review these changes and explain who can still take advantage of these claiming strategies before they disappear.  Now more than ever, it is vital to know how to determine the best age to begin benefits, strategies to maximize benefits, and how to coordinate social security benefits with other sources of retirement income. 

Event Registration