We’re passionate about empowering our clients through education. Our on-site classroom hosts monthly Lunch & Learn sessions covering real-world retirement and financial topics. Sign up, show up—lunch is on us!
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Upcoming Classes
Third Wednesday | Every Month | 12 – 1 pm
Complimentary Lunch Served
May 20th – Cyber Security and Market Briefs
We live in a fast-paced, digital world where cyber safety has become a top concern. In this session, we’ll explore practical best practices to help you protect yourself while navigating online activities. We’ll also review current market trends and projections and discuss how they may impact your investment portfolio.
No June Classes
No Lunch & Learn classes are scheduled in June - August 2026
No July Classes
No Lunch & Learn classes are scheduled in June - August 2026
No August Classes
No Lunch & Learn classes are scheduled in June - August 2026
September Classes
A Lunch & Learn class will be held on September 16, 2026.
October Classes
A Lunch & Learn class will be held on October 21, 2026.
November Classes
A Lunch & Learn class will be held on November 18, 2026.
No December Classes
No Lunch & Learn classes are scheduled in December 2026
