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 January Classes
No Lunch & Learn classes are scheduled in January 2026
February Classes
February 18, 2026
A Lunch & Learn class will be held on February 18, 2026.
March Classes
March 18, 2026
A Lunch & Learn class will be held on March 18, 2026.
April Classes
April 15, 2026
A Lunch & Learn class will be held on April 15, 2026.
Possible Evening Class in May
May 13, 2026
It's possible that an evening class will be held in May 2026.
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

