Do you have young adult children in high school or recently graduated? Please join us for our upcoming virtual workshop TUESDAY, JULY 20 from 7:00pm - 8:00pm, "Leaving the Nest", that will help them to be prepared for the next stage in their life, get ahead of the game, and build financial literacy background.
You’re invited to spend Tuesday, July 27, and Thursday July 29, from 6:30 to 8:00 PM learning how to define your passion, nail your next job interview, master wealth building fundamentals, and so much more. This is your chance to get real-world answers and meaningful insights about many of the issues you’re facing as a young adult who is transitioning into career and financial independence.
Learn how to prepare now to be successful with expected tax & estate law changes at our LIVE video lunch panel chat on Wednesday, July 21, 12:00-12:45PM.
Important Insights You May Have Missed: New Changes in Place and On The Way
a Previously Recorded Webinar
Earlier this year, we invited Dan Harris, attorney and partner at Shuffield Lowman, for a Virtual Coffee Talk. During the discussion, we looked at what you can be doing in the face of recent, and upcoming, legal, economic, and social changes. Now, months later, the insights we discussed remain timely and helpful, especially given the […]
You are invited to “Investing Post Pandemic” Only a few days left to join our April Virtual Lunch Chat on Investing Post Pandemic. You can still be part of this informative lunch and learn, but registration is filling up fast. Join us on April 8, 2021 12:00PM to 1:PM Eastern time. Your free registration lets […]