Events
Join us for an upcoming educational webinar to learn the latest financial topics and strategies!
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
A free online workshop designed to help families create an estate planning strategy for their unique goals and needs.
Federal Retirement Impact Workshop
July 24, 2020
9:00a - 4:00p Eastern Standard Time
Online Workshop
The ProFeds Federal Retirement Impact Workshop gives federal employees a no-nonsense approach to evaluating the financial impact of benefits decisions made as they near retirement.
Discover How To Pay The Absolute Minimum In Taxes On Your Retirement Income: An online workshop on how to pay fewer taxes in retirement.
A free online workshop designed to help families create an estate planning strategy for their unique goals and needs.
Discover How To Pay The Absolute Minimum In Taxes On Your Retirement Income: An online workshop on how to pay fewer taxes in retirement.
Planning for Tax-Free Retirement: An Interview with Ed Slott
June 25, 2020
11:00a - 12:00p Eastern Standard Time
Online Webinar
Join Jason L Smith and Retirement expert Ed Slott as they discuss the most important things you should be considering in the wake of the COVID-19 pandemic.
Weathering the Storm: The Bucket Plan
June 24, 2020
6:00p - 7:00p Eastern Standard Time
Online Workshop
What is your financial plan? Are you confident your savings are invested wisely? Join us for the Weathering the Storm Webinar for more information.