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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 May 28, 2020  

Location  from our home to you 





Welcome to our weekly "Food & Finance" series, where every Friday at lunchtime we will examine a different financial topic that impacts you.  We'll fill your mind, you fill your belly and all from the comfort of your own home! 

What's New with Social Security   -   Friday May 29, 2020  12:00 PM - 1:00 PM

  In this week's session we will cover adjustments to Social Security & Medicare, as well as the program's outlook under the current political climate.

Click here to register:    https://attendee.gotowebinar.com/register/5800866524997439244



Welcome to our monthly "Women & Wealth" series, where every 1st Wednesday of the month, we will examine a different financial topic that impacts women.  Bring yourself, your girlfriends and your favorite drink.  We will bring the financial inspiration.

Women's Investment Fundamentals - Wed. June 3, 2020  4:00PM - 5:00PM

  In this month's session we will cover the fundamentals of investing and 3 ways women are better investors than men.

Click here to register:    https://attendee.gotowebinar.com/register/1009708323151071246









Register Here:



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