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Spring 2022 Financial Educational Series

Preparing for Life's Events

Our Goal

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Just like the game of 'Life', life comes with its own unique set of stages that can be both challenging and exciting.

A way to ensure you live the life you've always wanted is to understand your priorities and goals, then build a plan to prepare you for life's biggest events.

April
Keynote

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Hear from New York Times bestselling author Bob Goff as he shares practical steps to find and reach your biggest goals, and inspire us all to live a 'dream big' life.

May Workshops

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 Next, attend workshops to gain strategic insights to build a confident retirement plan, understand the impacts of caregiving on relationships and finances, and learn the five steps for creating a purchase plan when buying a home.

Event Resources

Live a 'Dream Big' Life
Featured Keynote Event &
Annual Celebration of Membership
April 26, 2022

Join New York Times bestselling author Bob Goff as he shares practical steps to find and reach your biggest goals.

Understanding Annuities & Social Security
May 3, 2022

Gain valuable insights on the impact of annuities and Social Security to help you live a more content, confident, and generous life.

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, no matter where you’re starting from.

Aging Loved Ones: How to Have the 'Heart-to-Heart'
May 5, 2022

Find out how to start those sometimes uncomfortable conversations, and begin building a plan together.

Your Goals. 

Our Guidance.

Balanced Homebuying™
May 10, 2022

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, no matter where you’re starting from.

Learn the five steps for creating a purchase plan that reflects your priorities and goals.

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