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.