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Events

Upcoming Events

January 30, 2024

5:00p - 6:00p

Zoom

Estate Planning Basics

General estate planning concepts and strategies are explained. Learn about wills, trusts, health care, directives, and other important documents and considerations for your legacy planning.

February 27, 2024

5:00p - 6:00p

Zoom

Retire with Confidence

How does one establish a plan for retirement? If you consider retirement a destination and your plan as a road map, you will discover why it is so important to start planning that trip now.

April 30, 2024

5:00p - 6:00p

College Planning

College Planning

How much does college cost today? How do you project costs? We will show you the building blocks for funding a college education, including tax-advantaged tools and financial aid.

Past Events

November 28, 2023

5:00p - 6:00p

Zoom

Investment Basics

Review fundamental investment concepts, look at options, and consider general investment strategies. We will also discuss allocating your investment dollars. 

Event Registration