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All seminars are held virtually, so you can join us from the comfort of your home using your computer, laptop or mobile device.
Registration is required for all seminars, as space is limited. Seminars may be cancelled up to 24 hours in advance. In case of cancellation, participants will be notified
Fortifying Your Financial Future
We’ll explore strategies for building retirement savings so you can feel more confident about your financial security after you leave the workforce. Learn how to identify financial goals and the importance of preparing our estate plan.
- Thursday, January 19, 2023, 6 to 7 pm
Estate Planning
- Thursday, February 16, 2023, 6 to 7 pm
We will discuss the fundamentals of estate planning concepts and strategies including wills, trusts, probate and gifting.
Register for Estate Planning – February 16Savvy Women, Smart Investors
Women tend to live longer so it’s important to develop the right investment plan that covers their financial needs and circumstances. This seminar focuses on the unique financial challenges women face at different stages of life and strategic ways to navigate them.
- Thursday, March 16, 2023, 6 to 7 pm
These workshops are educational only and not intended as tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies.