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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 26, 2020

12:00p - 2:00p

Zoom Meeting

Open Forum Q&A

Open Forum Discussion: • Questions on how the CARES Act can benefit you • How to use 401(k) benefits for quick cash? • Should you refinance or defer mortgage payment? • Is now a good time for Roth IRA conversions? • Tax Harvesting in a down market • Institutions to call to defer fixed payments • How to find financial organization? • We’re here to answer your questions

May 7, 2020

6:30p - 8:30p

Zoom Meeting

Mind Money Movement

Mind Money Movement: During these unprecedented times, the importance of mental, financial and physical well-being has been on the forefront of many minds. Please join us on May 7th at 6:30 PM for a Zoom seminar and get some reassurance that there are ways to elevate your well-being during periods of unknowns.

November 28, 2019

Thanksgiving Day

Thanksgiving Day

Event Registration