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Fall 2023 Event Series

What will be your legacy?

Finishing Well

After years of hard work and dedication, retirement is our reward and time to live out our dreams. For many, the next step is building a legacy to share the fruits of our labor with our loved ones and community.


How do you want to be remembered? Whether your goal is to build generational wealth, to ensure the inheritance you leave behind aligns to your values, or to support causes you care about for years to come, a lasting legacy is possible with strategic planning.


Join us for our Fall 2023 events to build your best second half and finish well.

Keynote Livestream Event

Your Second Best Half

October 24, 2023

Your midlife doesn't have to be a crisis. In fact, the second half of your life has the potential to be better than the first. Discover how to create greater meaning, joy and impact in your life, with Lloyd Reeb of the Halftime Institute™.

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Financial Workshops


Choose from these three workshops designed to provide insight into how to protect what matters to you most and retire confidently. 


Maximize Your Giving
November 2, 2023

Discover how to make the most of your charitable gifts while being tax efficient.

Are You a Constrained Investor? 
(And Why It's Important to Know)

November 7, 2023

Learn how to make the most of your retirement income by exploring the market's growth potential and risks.

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.

Navigating Awkward Financial Conversations
November 14, 2023

Learn how to initiate money conversations with loved ones, including friends, parents, adult children and partners.

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