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Fall 2022 Financial Educational Series
Retirement & Legacy Building
Our Goal

The practice of retirement dates back to the 18th century. It's a relatively modern idea, and a practice that has been widely adopted by society. It's become part of our cultural norm, and something many work towards their entire life.
Our goal is to help you build a confident retirement and legacy plan.
October
Keynote

Could your retirement strategy use a refresh?
Hear from award-winning journalist and author, Jean Chatzky, as she shares a seven-point plan to overcome financial stress caused by the pandemic and how to achieve lifelong security.
November Workshops

Next, attend workshops that will provide practical strategies for estate planning, tax efficiency, and managing retirement income assets.
Event Resources
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