Events

We hold events throughout the year on a variety of financial topics, many featuring guest speakers from our professional partners. Most are held online, and replays may be available for past events. 

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

October 7, 2021

4:00p - 4:45p

Online

Isn't This All Inflationary?

What the Fed’s expanding balance sheet, massive fiscal spending, and surging money growth may mean for you

May 11, 2021

4:00p - 5:00p

Online

December 15, 2020

4:00p - 5:00p

Online

November 17, 2020

4:00p - 5:00p

Register online today using the zoom link below

Cybersecurity Made Simple

By taking action with cybersecurity in your personal life, you can better protect yourself, your friends, and your family. Learn how to protect your information, take steps to keep from being scammed, and set up best practices for your family.

October 14, 2020

4:00p - 5:00p

Register online today using the zoom link below

Social Security – Understanding the Importance of Social Security Claiming Decisions

Claiming your social security benefits can be one of the most important retirement decisions you make. Learn why it pays to wait and other claiming strategies from our presenter Brian Doherty, President of Filtech, and author of "Getting Paid to Wait: Bigger Social Security Benefits the Simple and Easy Way".

Event Registration