Principles of Long Term Investing Resilience
Investing has become more complex than ever, with increased market noise and heightened fears around protecting your investments. Join us to learn how to build a safe and resilient investment …
Financial Foundations
Whether you’re 22 and starting out or 50 and planning for retirement, Financial Foundations covers the essential steps to help get your financial priorities in order. Learn the universal process …
Women, Wine & Wisdom
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 & Investing
Join Ann Covington, of CovingtonAlsina, for an informative virtual event, to discuss the five things every woman should know about investing. You will learn not only about your instinctive investor …
Healthcare in Retirement
Navigating healthcare in retirement can be complex. This workshop provides an A-Z guide on Medicare and other healthcare options, ensuring that you’re informed about your choices during retirement. Register here! …
Women, Wine & Wisdom
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, enjoy a glass …
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 …
Elementary School Allowance Workshop
Join us for a fun, hands-on workshop that teaches kids how to make and manage money. We’ll discuss the four things you can do with your money: Save, spend, give, …
Middle School Financial Literacy Workshop
This workshop is designed to help middle school students (ages 12-14) make educated financial decisions. We’ll talk about how to manage money, money management tools, and how to get started …
Retire on Purpose
Retirement isn’t just about finances—it’s about living your best life. Retire on Purpose helps you discover your passions, identify your goals, and design a fulfilling post-career life. This engaging workshop …