Upcoming Events

Event Photos

Mother's Day Lunch - May 6th, 2026

This event was sponsored in part by Guggenheim Investments.

Past Events

Social Security Planning Seminar

June 2nd, 2026

SAVVY SOCIAL SECURITY PLANNING FOR WOMEN
What Women Need to Know to Help Maximize Their Retirement Income

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Social Security Planning Seminar

June 4th, 2026

SAVVY SOCIAL SECURITY PLANNING FOR WOMEN
What Women Need to Know to Help Maximize Their Retirement Income

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May 2026

Mother's Day Lunch to honor all of the wonderful moms.

This event is being sponsored in Investmentspart by Guggenheim Invesments.

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April 2026

Long-Term Planning Seminar

April 20th, 2026

As we live longer, the likelihood of needing extended care increases, and the costs can significantly impact retirement savings if not planned for properly. This seminar will help you understand why long‑term care planning matters and what options are available today. This event is being partially funded by Tom Scarfo, Vanbridge Insurance Services.

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March 2026

Social Security Planning Seminar

March 19th, 2026

SAVVY SOCIAL SECURITY PLANNING FOR WOMEN
What Women Need to Know to Help Maximize Their Retirement Income

Learn more