
Spring 2025 Event Series
What maters to you most?
Invest in What Matters
Investing is an essential part of life. We invest our time to pursue our dreams, we invest our hearts with those we love, we invest in education for our personal growth, and so on.
No matter what the investment is, your decisions should reflect your unique goals and values. When it comes to finances, there is no one-size-fits-all playbook for investing
Join us for our Spring 2025 events to help you invest in what matters most.
Don't Worry, Retire Happy with Tom Hegna
May 13 & 14, 2025
If you want more control of retirement, there are seven steps you can follow. Retirement income expert Tom Hegna says it starts with having a plan. Join him for Don't Worry, Retire Happy where he will share insights about guaranteed income, Social Security, guarding against inflation and more
5 Keys to Retiring Fearlessly
May 20, 2025
As you approach retirement, you may be ready to figure out what steps to take next. Gain insights that can give you confidence that you are saving enough, and strategies to help ensure you won't outlive your money. Learn how to protect yourself from life's 'what-ifs'.
Know Yourself, Know Your Money with Rachel Cruze
June 24, 2025
Our series will end with featured speaker, Rachel Cruze, financial expert and bestselling author from Ramsey Solutions. She will share how to identify your personal money psychology, strengths, and challenges, and teach us how to make healthier money decisions.