Upcoming Webinars

February Webinar: 2022 Financial Fitness Check Up


Date: February 2, 2022

Description: Join us for the Financial Fitness Checkup program webinar. This program is designed to help us identify areas of your financial life that we should discuss this year. Like any good fitness plan, it starts off with a look at where you stand today, and then resolves to make improvements.


March Webinar: 2023  Tax Briefing


Date: March 2, 2022

Description: Join us for our webinar on discussing this upcoming tax season.

April Webinar: What CPAs, attorneys, & other professionals need to know


Date: April 6, 2022

Description: Join us as we talk about Savvy Social Security Planning: what CPAs, attorneys, and other professionals need to know about Social Security claiming strategies.


May Webinar: Life After Work


Date: May 4, 2022

Description: Join us for a presentation on some insights and information about retirement income planning.


June Webinar: Hackproof your Smartphone


Date: June 1, 2022

Description:  Join us as we discuss fraud and how to be more secure with your important and personal belongings. Two seconds…that’s how often someone becomes a victim of identity theft. Last year, there were over 14 million victims of identity theft and fraud. How can we help you avoid this?