Upcoming Events

5 O'Clock Focus Happy Hour

August 1st - Retirement Income Planning

During our Retirement Income Planning Happy Hour, 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 4:30–6:30 pm to gain practical insights that can help you retire with confidence and peace of mind.

5 O'Clock Focus Happy Hour

August 7th - Financial Planning Basics

During our Financial Planning Basics Happy Hour, 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 4:30–6:30 pm  to gain practical tools and strategies to start making confident financial decisions.

Happy Hour - TBD

August 11th

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.

5 O'Clock Focus Happy Hour

August 21st - Tuition Planning Basics

During our Tuition Planning Basics Happy Hour, you’ll learn how to prepare for the rising cost of college with a step-by-step approach to building a smart funding strategy. We’ll discuss saving options, financial aid, scholarships, tax-advantaged accounts, and more—covering the core principles that support long-term education planning. Join us on August 21st from 4:30–6:30 PM to gain practical tools and strategies to help you make confident decisions about paying for college.

Happy Hour - TBD

August 25th

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.

5 O'Clock Focus Happy Hour

August 27th - Social Security Fairness Act

In our Happy Hour dedicated to learning about Social Security Fairness Act, 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 4:30–6:30 pm to stay informed and better understand how evolving policy could impact your retirement planning.