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You're Invited!

Check out our upcoming events





Each week on Thursday, Diana will be hosting a Town Hall webinar for the clients to discuss and address current questions and concerns.  You will receive an email with login instructions each week.  If you didn't receive an email, please email Carrie at carrie@fi-team.com .  She will get it to you.


The next Town Hall is:

Date         thursday august 6, 2020  

Location  from our home to you 




Retirement Planning During Covid-19

A highly infectious virus is spreading around the world, this global health crisis has created a global financial crisis.  In this webinar we will help you learn about some of the big changes that effect your retirement so you can try to maximize your finances and plan for how best to weather this unprecedented storm.

date            monDAY august 10, 2020   12:00pm - 1:00pm


                   wednesday August 26, 2020   5:00pm - 6:00pm       


location     FROM OUR HOME TO YOU 


                                        Click here to register:  https://attendee.gotowebinar.com/rt/2829420959297750032









Register Here:



Thank you for registering for our event! We look forward to seeing you there.