Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
July 25, 2023 - August 1, 2023
5:00p - 6:00p
Zoom Webinar
July 25th and August 1st - Financial Literacy Seminar
Have you felt uncomfortable with finance terminology? Does basic financial information confuse you? Designed for individuals of all backgrounds, this seminar will help provide you with the knowledge and tools necessary to understand finance and investment. From understanding the basics of budgeting and saving, to exploring strategies for debt management and investing, our experienced presenters will assist you every step of the way. Don't miss out on this transformative opportunity to gain confidence in your financial abilities and help you secure a brighter financial future. Reserve your spot today and embark on the path to financial empowerment. High School and College Students welcome!
July 11 - July 18, 2023
5:00p - 6:00p
Zoom Webinar
July 11th and 18th - Financial Literacy Seminar
Have you felt uncomfortable with finance terminology? Does basic financial information confuse you? Designed for individuals of all backgrounds, this seminar will help provide you with the knowledge and tools necessary to understand finance and investment. From understanding the basics of budgeting and saving, to exploring strategies for debt management and investing, our experienced presenters will assist you every step of the way. Don't miss out on this transformative opportunity to gain confidence in your financial abilities and help you secure a brighter financial future. Reserve your spot today and embark on the path to financial empowerment. High School and College Students welcome!
June 29, 2023
4:00p - 4:30p
Webinar
June 29th - Estate Planning Considerations for Business Owners
I am often told, "I do not have 26 million in assets, and I do not need Estate Planning as I have no Estate Taxes to pay." Estate Planning is more than just Estate Taxes. In this 30 minute webinar, we will discuss the basic ideas of planning for your family and your assets when you are deceased. The planning will protect the family and save costs when one family member passes away.
June 21, 2023
1:00p - 1:30p
Webinar
June 21st - Estate Planning Considerations for Business Owners
I am often told, "I do not have 26 million in assets, and I do not need Estate Planning as I have no Estate Taxes to pay." Estate Planning is more than just Estate Taxes. In this 30 minute webinar, we will discuss the basic ideas of planning for your family and your assets when you are deceased. The planning will protect the family and save costs when one family member passes away.
June 13, 2023
10:00a - 10:30a
Webinar
June 13th - Estate Planning Considerations for Business Owners
I am often told, "I do not have 26 million in assets, and I do not need Estate Planning as do not have Estate Taxes to pay. Estate Planning is more than just Estate Taxes. In this 30 minute webinar, we will discuss the basic ideas of planning for your family and your assets when you are deceased. The planning will protect the family and save costs when one family member passes away.
May 24, 2023
3:00p - 4:00p
Webinar
May 24th - Business Valuations + Buy/Sell Planning
Business Owners may need to exit their business prematurely due to unforeseen circumstances. This can leave the business and coworkers in a difficult situation. In this webinar, we explore how to plan for these eventualities to try to smoothen succession plans.
May 19, 2023
12:00p - 1:00p
Webinar
May 19th - Business Valuations + Buy/Sell Planning
Business Owners may need to exit their business prematurely due to unforeseen circumstances. This can leave the business and coworkers in a difficult situation. In this webinar, we explore how to plan for these eventualities to try to smoothen succession plans.
May 11, 2023
10:00a - 11:00a
Webinar
May 11th - Business Valuations + Buy/Sell Planning
Business Owners may need to exit their business prematurely due to unforeseen circumstances. This can leave the business and coworkers in a difficult situation. In this webinar, we explore how to plan for these eventualities to try to smoothen succession plans.
May 3, 2023
5:00p - 7:00p
Webinar
May 3rd - Financial Planning after SECURE Act 2.0
The Secure Act 2.0 has introduced many changes in the Retirement Planning for the participants and the sponsors. In this 2 hour webinar, we will explore all the changes and planning considerations that the Secure Act 2.0 has brought forward.
April 27, 2023
3:00p - 5:00p
Webinar
April 27th - Financial Planning after SECURE Act 2.0
The Secure Act 2.0 has introduced many changes in the Retirement Planning for the participants and the sponsors. In this 2 hour webinar, we will explore all the changes and planning considerations that the Secure Act 2.0 has brought forward.
April 19, 2023
1:00p - 3:00p
Webinar
April 19th - Financial Planning after SECURE Act 2.0
The Secure Act 2.0 has introduced many changes in the Retirement Planning for the participants and the sponsors. In this 2 hour webinar, we will explore all the changes and planning considerations that the Secure Act 2.0 has brought forward.
March 22, 2023
4:00p - 4:30p
Zoom Webinar
March 22nd Webinar - Fatal Flaws of Exit Planning
Business owners grow their businesses like their babies. There comes a point where, voluntarily or involuntarily, they need to exit their business. In order to optimize the transfer of business wealth to personal wealth, business owners can take steps today. In this webinar, we will explore some of the steps that can be put into action right away.
March 15, 2023
1:00p - 1:30p
Zoom Webinar
March 15th Webinar - Fatal Flaws of Exit Planning
Business owners grow their businesses like their babies. There comes a point where, voluntarily or involuntarily, they need to exit their business. In order to optimize the transfer of business wealth to personal wealth, business owners can take steps today. In this webinar, we will explore some of the steps that can be put into action right away.
March 8, 2023
10:00a - 10:30a
Zoom Webinar
March 8th Webinar - Fatal Flaws of Exit Planning
Business owners grow their businesses like their babies. There comes a point where, voluntarily or involuntarily, they need to exit their business. In order to optimize the transfer of business wealth to personal wealth, business owners can take steps today. In this webinar, we will explore some of the steps that can be put into action right away.
February 28, 2023
4:00p - 4:30p
Online
February 21, 2023
1:00p - 1:30p
Online
February 14, 2023
10:00a - 10:30a
Online
February 2, 2023
1:00p - 3:00p
Webinar
January 25, 2023
1:00p - 3:00p
Webinar
January 17, 2023
1:00p - 3:00p
Webinar
December 13, 2022
2:00p - 3:00p
Webinar
December 8, 2022
2:00p - 3:00p
Webinar
November 30, 2022
2:00p - 3:00p
Webinar
November 1, 2022
2:00p - 4:00p
Webinar
October 25, 2022
2:00p - 4:00p
Webinar
October 17, 2022
2:00p - 4:00p
Webinar
June 21, 2022
2:00p - 3:00p
Webinar
June 15, 2022
2:00p - 3:00p
Webinar
June 9, 2022
2:00p - 3:00p
Webinar
May 17, 2022
2:00p - 3:00p
Webinar
May 12, 2022
2:00p - 3:00p
Webinar
May 4, 2022
2:00p - 3:00p
Webinar
February 3, 2022
12:00p - 1:00p
A zoom link will be emailed on the day of the event - Thank you
January 26, 2022
11:00a - 12:00p
A zoom link will be emailed on the day of the event - Thank you
January 20, 2022
12:00p - 1:00p
A zoom link will be emailed on the day of the event - Thank you