Events
Every financial decision you make affects both your short and long-term goals. We are here to help guide you through various financial topics so you have a better understanding to make educated decisions. Learn more about financial topics such as investment planning, insurance planning, business planning, education planning, estate planning, tax planning, retirement planning, tax & accounting, and equity compensation. We hope to see you at one of our education events.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
February 11, 2026
12:00p - 1:00p
Zoom Webinar
SFG Webinar: Long-Term Care Planning: Protecting Your Independence, Assets, and Relationships
Long-term care planning is often overlooked, yet it can have a profound impact on your independence, your finances, and the relationships you value most. Nearly 70% of adults age 65 and older will require some form of long-term care during their lifetime*, and decisions made in those moments often occur under stress and without a plan. Join us for an educational webinar designed to help you understand what long-term care really involves and how thoughtful planning today can help you stay in control tomorrow.
February 4, 2025
12:00p - 1:00p
Zoom Webinar
September 10, 2024
5:30p - 6:30p
Zoom Webinar - Link will be emailed upon registration
June 18, 2024
5:30p - 6:30p
SFG Webinar - Social Security: Preparing for Retirement in 2024
November 28, 2023
12:00p - 1:00p
Enjoy this presentation from the comfort of your home or office via Zoom. Join from a PC, Mac, iPad, iPhone or Android device.