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
February 18th – 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.
March 18th – Tax Planning Initiatives and Roth Conversions
Learn key strategies for managing and reducing tax liability through proactive planning. In this session, we’ll explore how income, investments, retirement accounts, and major life decisions impact your taxes, along with timing strategies that can help you make smarter, more informed financial choices.
April 15th – Estate Planning Wellness Check
Life is full of change - marriage, children and grandchildren, divorce, retirement, and shifts in assets, just to name a few. These milestones aren’t automatically reflected in your plans and can unintentionally affect your final wishes. In this session, we’ll focus on identifying gaps, avoiding common mistakes, and ensuring your plans are up to date, helping protect your loved ones from unnecessary stress and complications.
Possible Evening Class in May
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
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
