Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
October 25, 2022
6:00p - 7:30p
Sloan Center
Estate Planning
Join us as we welcome Julia Khaled and Lousie Griffith from Khaled Law as they help us better understand the benefits and challenges of estate planning. Featured topics will cover: Estate Planning Documents, How to Protect your Assets and Your Children's Inheritance, How to Help Ensure Your Assets are Managed as You Desire and more.
October 25, 2022
12:00p - 1:30p
Sloan Center
Estate Planning
Join us as we welcome Julia Khaled and Lousie Griffith from Khaled Law as they help us better understand the benefits and challenges of estate planning. Featured topics will cover: Estate Planning Documents, How to Protect your Assets and Your Children's Inheritance, How to Help Ensure Your Assets are Managed as You Desire and more.
October 6, 2020
12:30p - 1:30p
Webinar
Medicare 101
If you're new to Medicare, or thinking about making a change during open enrollment, this webinar will help you understand the choices.
September 15, 2020
12:30p - 1:30p
Webinar
When to Retire?
Deciding when to retire is scary. Start planning long before you have to and join us for a look at the financial factors that can impact a retirement at various ages.
August 25, 2020
12:30p - 1:30p
Webinar
Preserving Your Net Worth
You're in the ninth inning and up by four. But you haven't won the game just yet. Join us as Mike discusses the things you need to know to help preserve your net worth for your lifetime and beyond.
August 11, 2020
12:30p - 1:15p
Webinar
Five Things to Know for Optimizing Social Security Benefits
Make Social Security work for you. Attend this event to learn about the Social Security strategies that may help enhance your overall plan for creating lifetime retirement income.