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!
Education
Upcoming Classes
Third Wednesday | Every Month | 12 – 1 pm
Complimentary Lunch Served
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
September 16, 2026
A Lunch & Learn class will be held on September 16, 2026.
October Classes
October 21, 2026
A Lunch & Learn class will be held on October 21, 2026.
November Classes
November 18, 2026
A Lunch & Learn class will be held on November 18, 2026.
No December Classes
No Lunch & Learn classes are scheduled in December 2026

