Retirement Homestretch
As retirement nears, are you confident you’re preparing the right way? Retirement Homestretch covers what you need to know about the final ten years leading up to retirement. Focus on …
Health Savings Accounts
Join us for an informative session on Health Savings Accounts (HSAs), including what they are, who is eligible, and how they can play a valuable role in managing rising healthcare …
Middle School Financial Literacy Workshop
This workshop is designed to help middle school students (ages 12-14) make educated financial decisions as they enter into the next phase of life. We’ll talk about how to manage …
Women, Wine, & Wisdom™ – Estate Planning
Women deserve a safe, supportive space to discuss their finances without feeling overwhelmed. That’s why we created Women, Wine & Wisdom™—a relaxed event where you can connect with other women, …
Women, Wine, & Wisdom™ – Tax-Efficient Philanthropy
Women deserve a safe, supportive space to discuss their finances without feeling overwhelmed. That’s why we created Women, Wine & Wisdom™—a relaxed event where you can connect with other women, …
Women, Wine, & Wisdom™ – Hardware at K&B Ace Hardware
Join us for a Women, Wine & Wisdom™ Field Trip to K&B Ace Hardware! In addition to appetizers and wine, our friends at K&B Ace Hardware will host hands-on workshops. …
Tax-Efficient Philanthropy: Giving and Its Effect on Your Taxes
Learn how to get the best tax return value from charitable contributions. You will hear insights on avoiding capital gains taxes on appreciated stock, giving from IRAs, maximizing tax deductions …
FinanceEd Young Adult Financial Planning Workshop
Help teach your kids how to manage money wisely. Our Kids’ Financial Education Programs empower the younger generation with essential financial skills. This 2-day workshop, held from 9am to 1pm, …
Women, Wine, & Wisdom™ – Long-Term Care Insurance
Women deserve a safe, supportive space to discuss their finances without feeling overwhelmed. That’s why we created Women, Wine & Wisdom™ —a relaxed event where you can connect with other …
Tax-Efficient Philanthropy: Giving And Its Effects On Your Taxes
Learn how to get the best tax return value from charitable contributions. You will hear insights on avoiding capital gains taxes on appreciated stock, giving from IRAs, maximizing tax deductions …