Events
Upcoming Events
Webinar: Women in Transition
Life’s transitions can bring unique financial challenges, especially for women navigating career changes, family shifts, retirement, and beyond. Join us for an empowering session designed to provide both practical strategies and emotional support, helping you build a secure, resilient financial future. Gain insights tailored to your journey, and take steps toward greater financial confidence.
Webinar: Cyber Security in Finance
In a world where cyber threats are constantly evolving, safeguarding your finances has never been more crucial. Join us for an insightful session where we'll uncover the latest strategies to secure your financial well-being. Discover actionable tips and essential tools designed to shield you and your family from digital dangers, and gain peace of mind knowing your wealth is protected.
Webinar: Estate Settlement - What Could Go Wrong?
Estate settlement can be complex, but with the right strategies, you can help ensure a smoother path for your family and heirs. Join us for a valuable session on the potential pitfalls of estate settlement and discover practical tips to avoid common mistakes. Equip yourself with the knowledge to make the process as seamless as possible for those you care about.
Past Events
February 18, 2025
4:00p - 5:00p
Webinar
Webinar: Strategic Tax Planning for the Future
Tax planning is a crucial aspect of financial management that helps individuals and families optimize their finances by minimizing tax liabilities and ensuring compliance with current laws. Join us for an in-depth look at upcoming shifts in tax rates, deductions, and exemptions. We'll dive into key tax-friendly accounts, smart charitable giving strategies, estate planning insights, and ways to minimize audit risk—all designed to help you protect your wealth and maximize your tax efficiency.
January 21, 2025
4:00p - 5:00p
Webinar
Webinar: Top 10 Planning Opportunities for the New Year
Ready to make the most of your finances in the coming year? Join us for an essential planning session designed to help you take control and set yourself up for success. We’ll cover key opportunities you can act on now to optimize your financial well-being—from investment strategies to tax-saving moves and beyond.