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
FULL – October 21st – Social Security
This class is full. Please join the wait list. Join Bob Simpson, retired District Manager from the Social Security Administration, as he discusses some of the most common concerns we are hearing from retirees today. These include everything from when to start collecting your benefits, Social Security taxes and much more.
November 18th – Year-End Market Recap and Tax Review
Join us for a comprehensive analysis of 2026 market performance, offering insights into key economic drivers and emerging trends to help position our portfolios for the future. We’ll review critical tax-law updates, new legislation, and explore actionable strategies to minimize liabilities such as tax-loss harvesting, maximizing your tax bracket and charitable giving.
No December Classes
No Lunch & Learn classes are scheduled in December 2026
