Events
We host regular educational events and webinars to keep you informed on the latest changes in financial wellness.
Upcoming Events
Passing the Torch: Understanding Wealth Transfers through Trusts & Gifts Webinar
This session will illustrate how trusts can operate as smart, accessible tools for protecting your legacy and maximizing tax benefit in estate planning.
Past Events
May 5, 2026
1:00p - 1:45p
Zoom Webinar
Estate & Legacy Planning 101 Webinar
This session is a practical starting point to build confidence and open meaningful conversations about your future.
April 7, 2026
1:00p - 1:45p
Zoom Webinar
Planning for Long-Term Care Costs in Retirement Webinar
This session illustrates how planning ahead protects both your retirement savings and your freedom to choose how and where you receive care.
March 3, 2026
1:00p - 1:45p
Zoom Webinar
Navigating Market Volatility in Retirement Webinar
This session is designed to help you understand how economic and market changes affect your retirement portfolio—and how to respond confidently, rather than react with anxiety.
February 3, 2026
1:00p - 1:45p
Zoom Webinar
Retirement Ready: Strategies for Lifelong Income
Planning for retirement isn’t just about saving—it’s about creating a sustainable income that lasts throughout your lifetime. This session will explore practical approaches to ensuring financial security in the face of inflation, market volatility, and longevity. Attendees will gain insights into income planning tools, tax-efficient withdrawal strategies, and how to align investments with long-term goals.
January 13, 2026
2:30p - 3:15p
Zoom Webinar
Social Security: Options to Help You Maximize Your Benefits
This session is designed to help you make informed decisions about Social Security benefits as part of your retirement income strategy. Understanding your options and timing can significantly impact your financial security and the well-being of your loved ones.