Events

With the government frequently changing the rules of the game, investments and estate planning should be reviewed often to ensure that investments remain tax‑efficient and that estate planning documents are…

Join us for a Medicare workshop! Whether you are already on Medicare or turning 65 soon, this presentation will cover: Medicare basics Up-to-date information What to expect next year Let us help you make the choice that's right for you!

Learn how to avoid potential pitfalls due to the massive changes occuring worldwide. Well-known local financial advisor, Wendy Wallace, will teach you in this dynamic workshop how to create your own "personal economy" and thrive whether markets surge or plunge due to recent massive changes in the world. Now, more than ever, it's time for…

Learn how changing legislation impacts your retirement. Well-known local financial advisor, Wendy Wallace, will teach you in this dynamic workshop how to create your own "personal economy" and thrive regardless of legislation changes. Come prepared to hear about some of your top financial concerns with Wendy in an open and exciting format where you can…

Join us for an evening of food, fun, and education as we discuss the following: - Volatile Markets – Proactive strategies to help survive market volatility in 2023 - Social Security & Income Planning – Know your options and learn how to make the right choices - Taxes and the IRS – Tax-efficient Strategies to…

Join us for an evening of food, fun, and education as we discuss the following: - Volatile Markets – Proactive strategies to help survive market volatility in 2023 - Social Security & Income Planning – Know your options and learn how to make the right choices - Taxes and the IRS – Tax-efficient Strategies to…

Join us for a complimentary dinner presentation for you and one adult guest. Wendy will discuss strategies designed to combat inflation & taxes from impacting your retirement: How you may be able to reduce your income tax liability each year. Explore buffers that can limit downside exposure and preserve gains. What the war in Ukraine…

Join us for a complimentary dinner presentation for you and one adult guest. Wendy will discuss strategies designed to combat inflation & taxes from impacting your retirement: How you may be able to reduce your income tax liability each year. Explore buffers that can limit downside exposure and preserve gains. What the war in Ukraine…

Join us for a complimentary dinner presentation for you and one adult guest. Wendy will discuss strategies designed to combat inflation & taxes from impacting your retirement: How you may be able to reduce your income tax liability each year. Explore buffers that can limit downside exposure and preserve gains. What the war in Ukraine…