Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
June 29, 2023
7:00p - 7:45p
Webinar
A Retirement Strategy As Individual As You Are
This month's educational webinar topic is “The Effect of Market Volatility on Your Retirement.” We will be joined by Mike McFarland with Prudential to discuss options to protect your assets from market volatility.
June 28, 2023
12:00p - 12:45p
Webinar
A Retirement Strategy As Individual As You Are
This month's educational webinar topic is “The Effect of Market Volatility on Your Retirement.” We will be joined by Mike McFarland with Prudential to discuss options to protect your assets from market volatility.
May 17, 2023
7:00p - 7:30p
Webinar
10 myths about 529 college savings plans
In this seminar hosted by Signature Financial Group, we'll help separate fact from fiction when it comes to 529 plans, including: ▪ Who can fund a 529 account and who can benefit ▪ The impact of a 529 account on financial aid and scholarships ▪ Whether it makes sense to choose your state’s plan ▪ The types of schools your child can select ▪ The legacy benefits of a 529 account
May 16, 2023
12:00p - 12:30p
Webinar
10 myths about 529 college savings plans
In this seminar hosted by Signature Financial Group, we'll help separate fact from fiction when it comes to 529 plans, including: ▪ Who can fund a 529 account and who can benefit ▪ The impact of a 529 account on financial aid and scholarships ▪ Whether it makes sense to choose your state’s plan ▪ The types of schools your child can select ▪ The legacy benefits of a 529 accoun
April 20, 2023
7:00p - 7:45p
Zoom Webinar
Learn about Your Social Security Benefit
Filing for Social Security benefits is one of the biggest financial decisions you will make, that’s why we call it the “choice of a lifetime”. Whether you are filing for your benefits this year or in twenty years, we are inviting you to a 30-minute Zoom Meeting to learn about your government benefit. David Harris with Nationwide Insurance will be joining us to discuss many of the filing rules and strategies so you can make an informed decision regarding your Social Security benefit.
April 19, 2023
12:00p - 12:45p
Zoom Webinar
March 15, 2023
12:00p - 12:45p
Webinar
March 14, 2023
7:00p - 7:45p
Webinar
January 19, 2023
12:00p - 1:00p
Webinar
November 16, 2022
7:00p - 8:00p
Webinar
November 15, 2022
12:00p - 1:00p
Zoom Webinar