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Winter 2024 Event Series

Preparing for the certainty of uncertainty

Planning with Purpose

Planning is a part of everyday life. From the smallest choices to the biggest choices, every decision we make takes a degree of planning, and with it comes our purpose.


What does it mean to plan with purpose? Each of us has our own unique set of values and goals, and a need to protect what we cherish most. No one can predict the future, but you can be prepared for any of life's unknowns with careful planning.


Start by joining us for our Winter 2024 events to build your plan and protect what you love.

Featured Livestream Event

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In January, bestselling author and top leadership speaker Jon Acuff will share how to effectively set goals to escape your comfort zone, make measurable progress, avoid the chaos zone and live in the potential zone.

Event recording available through 1/30/24.

Financial Workshops


In February, choose from three workshops designed to help you fund a purpose-driven life.

Retirement & Estate Strategies
February 6, 2024

Learn strategies to put in place now that can help ensure your nest egg will last.

Rethinking Retirement Tax Planning
February 13, 2024

Learn what to do now to help reduce or eliminate taxes later with expert Ed Slott.

Your Goals. 

Our Guidance.

Our financial advisors work with you to create a personalized strategy and support you with ongoing planning, so you can move toward achieving your goals, regardless of your starting point.

Understanding Annuities & Social Security
February 20 & 21, 2024

Learn eight considerations to factor into your Social Security timing decision and how effective annuities can be to fund the income gap in retirement that Social Security may not cover.

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