Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
November 7, 2024
10:00a - 11:00a
Webinar will be Presented on Zoom
Client-Exclusive Webinar: Share Your Love
This webinar will be presented by Equitable Financial, one of our investment partners. The Share Your Love Family Discussion Guide® is intended to help initiate an open, thoughtful dialogue with your family as you plan for your future and how to honor your final requests. We will cover many topics such as: where to find important documents and key contacts; who should care for loved ones and minors; and who you want to handle decision-making if you become incapacitated.
September 5, 2024
10:00a - 11:00a
Webinar will be Presented on Zoom
Client-Exclusive Webinar: Overcoming the insecurity around Social Security
Join us for the first of a Client-Exclusive webinar series. Our first webinar will be presented by Vanguard, one of our investment partners. We will cover Social Security basics, Spousal benefits, Survivor benefits, Divorce and Social Security, and special considerations.
November 16, 2023
6:00p - 8:00p
Crossings on Main
Cider & Charcuterie Client Appreciation Event
Join us for our annual Cider & Charcuterie sip and shop event! Bring a friend (or two) for an evening of fun and celebration at Crossings on Main. Indulge in a seasonal charcuterie spread while you sip a cider cocktail and browse through the festive treasures Crossings on Main has to offer. Enjoy an exclusive discount of 20% off your entire purchase and stick around for raffles and other fun giveaways throughout the evening! Register now to reserve your spot. Can't join us in person? Pre-shop the store website www.crossingsonmain.com and we will send you a unique checkout link with your 20% off discount!
October 20, 2020
2:00p - 3:00p
ZOOM
Election 2020: Preparing for Any Outcome
Join us for an exclusive Client-Only Virtual Event on Tuesday, October 20th discussing the markets and election cycle presented by Russell Investments.
March 10, 2020
6:00p - 7:30p
Keller Williams Market Center
The New Tax Law Workshop: 20+ Questions Every Person, Family, and Business Must Answer Soon!
The New Tax Law Workshop: 20+ Questions Every Person, Family, and Business Must Answer Soon! More money in your paycheck means more money to spend, save, or invest. But careful planning is needed. Learn what you need to consider right now.
November 13, 2019
6:30p - 8:00p
Springfield Clubhouse
Qualifying for Financial Aid
An Inside Look at Qualifying for Financial Aid Until you understand all of the aid available to your child, you can't put a good college funding plan into place. Don't miss this valuable workshop designed for parents.