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Past Events!

We’ve been busy! See what we’ve been doing

Couples Social Security Webinar

This webinar covered how you and your spouse can optimize your retirement income. Our experts will be covering little known rules that will help married couples get more out of the Social Security System. Open this post for link to the webinar's recording.

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Town Hall

This was a discussion on the Biden/Harris administration. We talked about the 5 most pressing issues they face and the order they will address them.

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Peace of Mind in Uncertain Times

What do we do when life experiences cause us to feel a lot more unfocused, fearful, and on edge? Join Rachel Gustafson a Certified Financial Planner & Janet Rucker-Smith a Certified Professional Evolutionary Life Coach in exploring how these uncertain times can affect our peace of mind, financially and personally. They will share what you can do NOW to reduce anxiety and create more financial and emotional balance.

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6 Retirement Account Options Every Retiree Must Know

Have you recently been laid off or taken a severance package and thinking about retiring? Or maybe you just want to understand what your options are when you do leave a job. In this webinar we will discuss 6 different options that you have to choose from and some common mistakes so you can hopefully avoid them.

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The CARES Act & What you NEED to know

There has been a LOT of information put out in the media on the CARES Act and changes it brings. This short 30 minute Webinar will outline the highlights of need to know information including changes to unemployment, distributions from retirement plans, Federal student loans & more.

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The Secure Act & What it means to YOU!!

The SECURE Act changes the retirement rules for individuals and companies, which means current and future retirement plans need to be reviewed and adjusted. In this webinar we will discuss the SECURE Act and how it impacts you and your retirement planning. To view a recording of this webinar, go to our videos under media.

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Budgeting 101: Learn How to Budget your Money

Have you recently been laid off, taken a pay cut or just want to prepare for our uncertain future? This budgeting webinar is for you. We will discuss the 3 most common types of budgets, how to get started and tips on reducing expenses.

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Investment Fundamentals

Have questions about investing? Not sure where to start? In this free seminar, we will debunk 5 myths of investing and discuss the corresponding truths as we explore some investment fundamentals. • What is a stock, bond, mutual fund, or annuity? • How do taxes affect your investments? • What's the difference between a Roth IRA and a Traditional IRA? Grab a friend and come enjoy lite refreshments as we help you understand the basic.

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