Events & Workshops

Learn, Plan, and Connect—With a Little Fun Along the Way

We believe that smart financial planning should be accessible, engaging, and yes—even enjoyable. That’s why we host ongoing classes, workshops, and special events throughout the year. Whether you’re looking to sharpen your retirement strategy, understand Social Security, or navigate the financial side of divorce, our events offer expert insights and practical takeaways.

All events are designed with education, community, and clarity in mind—and everyone is welcome.