Winter 2022 Financial Educational Series
Do One Thing Differently
Our Goal
The 2020s have impacted us all. Whether good or bad, you may be reexamining your life and asking yourself, 'What do I want and how can I achieve it?' Knowing where to start can be the hardest part. Since the same actions may produce the same results, the simple solution is to take it one step at a time and do one thing differently.
January
Keynote
Join New York Times Bestselling Author Jon Acuff as he shares how to transform overthinking from a super problem into a superpower.
Jon will teach us how to turn thoughts into action and results, with simple steps from his new book, Soundtracks: The Surprising Solution to Overthinking.
February Workshops
Next, attend three follow-up workshops that provide tailored tips to do one thing differently with your finances. Choose to focus on investing for retirement, love and money, or changes in current legislation that could impact your taxes.
Event Resources
Your Goals.
Our Guidance.
The Washington Update
February 8, 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.
Discover how current legislation will impact taxes, and your investment and retirement strategy.