Menu

Sharing knowledge and experiences

We believe it is not only important that we get to know you as a person, but that you also get to know us. We host educational seminars and social events that you and your family are always welcome to attend. We hope you can join us.

Webinar: Tuesday, October 13, 7:00 PM – Planning for Retirement During COVID
The current COVID-19 pandemic has changed much about the world as we knew it at the start of 2020. Many aspects of our lives feel like they are either on hold or may be permanently altered. What about retirement? Whether you are 1 year from retiring, 5-10 years, or not quite sure anymore, our presentation will help you better understand your current financial situation as well as provide concrete steps you can take to continue moving toward your retirement goals – even during a pandemic.

Webinar : Tuesday, October 27, 7:00 PM - Investing for Retirement During COVID
The current COVID-19 pandemic has provided tremendous disruption in financial markets around the world, and while many investments have recovered from their March 2020 lows, others have not and may take a while to return or may not at all. How should investors approach investing during this time? Whether retirement is in the future or you are well into it, our presentation will help you understand the current investment landscape as well as provide specific issues to consider when looking at your portfolio to determine potential changes for both your short and long term investment strategy.

Registration Link Coming Soon!

2020
March 3rd - Wisdom of Women: Personality & Financial Biases

2017
WOW Event October 11th, 2017 | Photos
WOW Event June 20th, 2017 | Photos
What's the Status of Your Retirement Plan? Webinar
Wisdom of Women | Photos
Fayette Woman Live! Expo | Photos

2016
Christmas Open House