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Past Events!

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




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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Economic Summit - What the heck is going on???

Come and enjoy some refreshments and music by Wailing Willows while learning how to balance your retirement with good health. Diana Harrison will give us an economic update. Find out what the heck is going on in the economy and how the Presidential race could impact your portfolio. John Lucke, a Cardio-thoracic Surgeon, will be our guest speaker. We will learn what we can do to help prevent heart disease.

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College Funding: Investing in Your Chilren's Future

Many people don’t realize that the average four-year cost of in-state tuition, fees, room and board at a public four-year college or university is approaching $90,000! How much progress have you made to reach your college funding goal?

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Newlyweds Guide to Buying a Home

In this seminar, Rachel will be co-hosting with a local mortgage officer and realtor to educate you on how to prepare for buying a home. The content is targeted to young couples & newlyweds, but all who are preparing for a home purchase are welcome.

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