Events
We host a variety of in person and virtual events concerning Investment Planning, Social Security and Medicare, Estate Planning, Divorce Financial Planning, and more! If you would like to attend please RSVP for any of our upcoming topics and we will be in touch.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
April 28, 2026
12:00p - 1:30p
Columbia Club
December 17, 2025
4:30p - 5:30p
Zoom
November 19, 2025
4:30a - 5:30p
Zoom
October 15, 2025
4:30p - 5:30p
Zoom
September 17, 2025
4:30a - 5:30p
Zoom
August 20, 2025
4:30p - 5:30p
Zoom
June 18, 2025
4:30p - 5:30p
Zoom
June 3, 2025
7:30a - 9:30a
Columbia Club