Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
October 14, 2025
6:30p - 7:30p
Zoom Webinar
What's In a Financial Plan? Is Your Advisor Giving You This Service?
In this webinar we will review a case study of a client. We will show you the benefits of a financial plan and how you can create your own family financial map according to your personal goals and current assets.
October 12, 2023
6:30p - 7:30p
Virtual via Zoom
EMPOWERING YOU THROUGH FINANCIAL PLANNING
We will take 45 minutes to discuss Financial Planning and what you can be doing today to properly prepare for your future. Q&A period at the end.