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Events at this venue

Today

  • Second Saturday Divorce Workshop

    Second Saturday Divorce Workshop
    Zoom

    Divorce is challenging, and our Second Saturday Divorce Workshop helps you navigate the process with clarity and support. Led by a team of professionals, this three-hour workshop guides participants through all aspects of divorce. A family law attorney covers legal matters like property division and child custody, a financial professional addresses preparation and avoiding common …

    $15.00

  • Tax-Efficient Philanthropy – Giving & Its Effects on Your Taxes

    Zoom

    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 from donor-advised funds, and minimizing taxes for heirs.

    Free

  • Saavy Women Investing

    Zoom

    Many women face unique challenges in the investment world. Savvy Women Investing is designed to empower women by providing the knowledge and confidence to make smart investment choices. Whether you’re just getting started or looking to refine your strategy, this event offers practical tips and insights to help you navigate the world of investing and …

    Free

  • Generational Wealth Transfer

    Zoom

    Plan for the future by learning how to pass on your wealth and legacy to the next generation. We will guide you through strategies to help ensure your wealth is preserved and distributed according to your wishes, ensuring a lasting impact for your family.

    Free

  • Retire on Purpose

    Zoom

    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 guides you through exercises to clarify what you want from retirement—from where to live to how you’ll spend your time. It’s your opportunity to take …

    Free

  • Health Savings Accounts – How to Make them Work for You

    Zoom

    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 costs and planning for retirement. Our presentation will feature Ann Covington, CFP®, CPWA®, who will walk through the HSA basics, highlight 10 key things you …

    Free