Events

Join us for an upcoming event, where we'll help you find answers to some of the most common financial questions.

Attend a Live Event

We believe every conversation has value. Humble, honest and direct. It’s the way two people begin to build trust in one another, by talking openly and honestly. Our live events aim at discussing as many top retirement topics and financial trends as possible. Please consider this your invitation!

Scroll down for the topic and time that works best for you!

Aug
20
Estate Planning Educational Workshop
Fretz Park Branch Library
6:30 pm
Sep
15
Taxes In Retirement Dinner Workshop
Firebirds Wood Fired Grill (Preston Road & 121)
6:30 pm
Sep
17
Taxes In Retirement Dinner Workshop
Firebirds Wood Fired Grill (Preston Road & 121)
6:30 pm
Sep
22
Taxes In Retirement Educational Workshop
Fretz Park Branch Library
6:30 pm
Sep
24
Taxes In Retirement Educational Workshop
Fretz Park Branch Library
11:30 am