Upcoming Events

Come on out and meet the experts from Bitwise, the leading name in crypto asset management, for an engaging evening of insights and conversation. Bitwise will offer their perspective on the evolving world of Bitcoin and crypto investing — what’s happening in the market, where things are headed, and how digital assets can play a role in your broader financial strategy. From 4:30 to 6:30 PM on June 16th, join us for a great opportunity to ask questions, explore new ideas, and enjoy meaningful conversations in a relaxed, upscale setting!

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Join our estate planning basics class to understand the essential steps in protecting your assets and ensuring your wishes are carried out. We’ll cover wills, trusts, power of attorney, and other key tools to help you create a solid plan for the future. On June 19th from 5:00-6:00 pm, you'll gain valuable insights into managing your finances for a secure future. 

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Join us on July 2nd from 5:00 to 6:00 PM for an advanced estate planning session designed for individuals and families looking to preserve wealth and minimize taxes across generations. Our class dives deeper into complex strategies such as trusts, charitable giving, and other advanced tools to enhance your estate plan and safeguard your legacy. It’s a great opportunity to explore these sophisticated planning techniques and engage in meaningful conversation — all in a relaxed, upscale setting.

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Join us for a Happy Hour on July 14th from 4:30-6:30 PM sponsored by one of our sponsors. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.

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Join us for a Happy Hour on July 21st from 4:30-6:30 PM sponsored by Harbor Capital. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.

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Join us for a Happy Hour on July 25th from 4:30-6:30 PM sponsored by one of our sponsors. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more.

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In our Retirement Income Planning class, you’ll learn how to create a reliable and sustainable income stream for your retirement years. We’ll cover key topics like Social Security strategies, withdrawal planning, tax-efficient income, and how to make your savings last. Join us on August 1st from 5:00–6:00 pm to gain practical insights that can help you retire with confidence and peace of mind.

Join us for a Happy Hour on August 4th from 4:30-6:30 PM sponsored by one of our sponsors. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more. 

RSVP TO YOUR DESIRED SESSION BY CLICKING ON THIS EVENT

In our Financial Planning Basics class, you’ll learn how to take control of your financial future with a step-by-step approach to building a solid plan. We’ll discuss budgeting, goal setting, debt management, emergency savings, and more—covering the core principles that support long-term financial health. Join us on August 7th from 5:00–6:00 pm to gain practical tools and strategies to start making confident financial decisions.

Join us for a Happy Hour on August 11th from 4:30-6:30 PM sponsored by one of our sponsors. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more. 

RSVP TO YOUR DESIRED SESSION BY CLICKING ON THIS EVENT

In our Financial Planning Basics class, you’ll learn how to take control of your financial future with a step-by-step approach to building a solid plan. We’ll discuss budgeting, goal setting, debt management, emergency savings, and more—covering the core principles that support long-term financial health. Join us on August 21st from 5:00–6:00 pm to gain practical tools and strategies to start making confident financial decisions.

Join us for a Happy Hour on August 25th from 4:30-6:30 PM sponsored by one of our sponsors. Enjoy refreshing beverages while discussing how their investments can help generate higher returns with a balanced risk approach. It’s the perfect opportunity to network, share strategies, and learn more. 

RSVP TO YOUR DESIRED SESSION BY CLICKING ON THIS EVENT

In our Social Security Fairness Act class, you’ll learn what this proposed legislation means for retirees—especially those impacted by the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). We’ll break down how the act could affect your Social Security benefits, who stands to benefit most, and what changes may be on the horizon. Join us on August 27th from 5:00–6:00 pm to stay informed and better understand how evolving policy could impact your retirement planning.