workshops & events
Attend a free educational event!
learn more about financial planning with us
Throughout the year, we hold workshops and seminars and participate in conferences and events in an effort to educate our clients and audiences. Bookmark this page and like our Facebook page for the most up-to-date information on workshops and public speaking events.
We hope you will join us soon!
workshops
Registration is closed for the 2024 Pre-Retirement Workshops. Please check back in the fall.
live events
These workshops are designed for those who want more information about retirement.