Upcoming Events
Connect. Learn. Grow
Join us for upcoming workshops, networking events, and financial education opportunities.
We go to school for 12–16 years, yet most of us are never taught the basics of how money really works. Money 101 is a relaxed, educational conversation designed to help you better understand the fundamentals of money, build confidence in your financial decisions, and learn practical concepts you can use in real life.
Wine, Women & Wealth is a fun, relaxed evening where women can connect, enjoy good food and wine, and learn more about money in a comfortable setting. Each event brings a different financial topic designed to make wealth-building feel easier to understand, less intimidating, and more relevant to everyday life.
Social Security can feel confusing, especially when you’re trying to decide when and how to begin your benefits. This educational and informational class is designed to help you understand the basics of Social Security, the choices that may affect your income, and what to consider as you prepare for retirement.
Zero Tax is an educational class designed to help you understand how different types of retirement accounts are taxed and why tax planning matters for your future. We’ll explore strategies that may help you create more tax-efficient retirement income and make informed decisions about the money you’re working so hard to build.
