In-Person Seminars
In-person educational seminars for individuals approaching retirement, focused on general retirement preparation and income planning concepts. These seminars are designed to provide information to help attendees better understand common retirement planning considerations.
Your Financial Roadmap Webinar Series
In these webinars, we will discuss timely financial topics for everyone, especially beginners. With each stop along the road, we want to help you navigate the financial trails of life! These webinars will take place via Zoom Webinar on the third Wednesday of every month. They'll be short and sweet at only around 30 minutes with time for questions afterward. Bring your lunch and join us for the ride!
Event Dates and Times:
- April 15, 2026 at 11:30 AM / Register Now
- Topic - Declutter & Refresh: A Guide to Financial Spring Cleaning
- May 20, 2026 at 11:30 AM / Register Now
- Topic - Building Your Investment Confidence
- June 17, 2026 at 11:30 AM / Register Now
- Topic - Digital Tools for Living Well in Retirement
- July 15, 2026 at 11:30 AM / Register Now
- Topic - Smart Strategies for Juggling Debt and Education Costs
- August 19, 2026 at 11:30 AM / Register Now
- Topic - Turn Social Security Into a Strategy, Not Just a Check
- September 16, 2026 at 11:30 AM / Register Now
- Topic - Stop Doing Life Insurance Wrong
- October 21, 2026 at 11:30 AM / Register Now
- Topic - Medicare Made Simple: Your Health, Your Choice
- November 18, 2026 at 11:30 AM / Register Now
- Topic - Healing Your Relationship with Money
- December 16, 2026 at 11:30 AM / Register Now
- Topic - The "Sandwich Generation"
If you can't attend on that date or at that time, sign up anyway! We'll send you a recording that you can watch at any time after the webinar. You can also watch recordings of past webinars here.