Summer 2025 Event Series
Preparing for the certainty of uncertainty
Planning With Purpose
Planning is a natural part of life - from joyful milestones to unforeseen challenges, planning helps you feel prepared and supported through life's ups, downs, and everything in between.
Life has a way of surprising us, but with thoughtful planning, you can create a financial strategy that helps you feel more confident about what's ahead.
Join us for our Sumer 2025 events to help you plan with purpose.
Key Retirement Milestones
August 19 & 20, 2025
Heather Schreiber is a seasoned financial services consultant and educator with over 30 years of experience in the industry. Known for her ability to simplify complex financial concepts, Heather helps empower consumers to make informed decisions about their financial futures.
In her dynamic presentation, she starts with a thought-provoking question: How do you envision your retirement? Understanding that answers can range from uncertainty to confidence, join us to explore how the American retirement system has evolved—from traditional pension plans to predominantly defined contribution plans.
Big Little Breakthroughs
September 30, 2025
In this inspiring, timely, and high-impact keynote, New York Times bestselling author and globally-recognized innovation expert Josh Linkner shows us how to de-risk the creative process, build the capacity to unlock breakthrough transformations and gain the creative confidence to take responsible risks.
The Big Little Breakthroughs framework provides a specific and practical approach to unlocking dormant creative capacity. Instead of wild, risky, and expensive moonshots, participants learn to unleash small, daily creative acts to drive gigantic results over time. risks.