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Events

Upcoming Events

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

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.

September 20, 2023

5:00p - 6:00p

Zoom

Financial Planning Basics

We will look at some general financial planning concerns. While there is no such thing as a "one-size-fits-all" plan, this overview should assist you in thinking about your own.

Event Registration