Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
The New Retirement Reality
September 2, 2020 - October 3, 2020 10:00a - 11:00a Pacific Standard Time
Online - You don't need anything but a screen and internet to join!
Join us as we discuss New Retirement Reality topics and offer three actions to take today to help plan for, build and protect your Retirement.
Leaning in on Your Finances
August 27, 2020 - October 2, 2020 10:00a - 11:00a Pacific Standard Time
Online - You don't need anything but a screen and internet to join!
Join us for an online workshop as Debbie reviews 10 specific questions every woman should be asking themselves relted to their financial health. You can join us from the comfort of your home, all you need is a computer and the internet!
The C.A.R.E.S. Act
August 27, 2020 - October 2, 2020 10:00a - 11:00a Pacific Standard Time
Online - You don't need anything but a screen and internet to join!
The C.A.R.E.S. Act - Understanding what it means for your retirement. What the CARES Act is and what it means for your retirement How the Pandemic has affected the economy, and opportunities that may be available to take advantage of today Key 2020 CARES Act provisions How to de-Risk your retirement portfoilo as it relates to inflation and healthcare costs The importance of protecting assets when transitioning from accumulating assets to creating income
Educational Online Event
July 28, 2020 - August 10, 2020 6:00p - 6:00p Pacific Standard Time
Online - You don't need anything but a screen and internet to join!
Join us as we discuss - "Annuities - Everything you should know, but didn't think to ask". An online presentation being presented at different times. Click here to register for an upcoming presentation.
Online Presentation - WIll a Recession Rob Your Retirement?
April 30, 2020 6:00p - 7:00p Pacific Standard Time
Online
Online presentation discussing the affect of the COVID-19 virus on our economy and it's potential impact on the Retirement Plans of millions of Americans.