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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

Estate Planning Webinar

July 27, 2020

11:00a - 12:00p Eastern Standard Time

Online Webinar

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.

Taxes in Retirement Webinar

July 22, 2020

11:00a - 12:00p Eastern Standard Time

Online Workshop

Discover How To Pay The Absolute Minimum In Taxes On Your Retirement Income: An online workshop on how to pay fewer taxes in retirement.

Estate Planning Webinar

July 15, 2020

6:00p - 7:00p Eastern Standard Time

Online Webinar

A free online workshop designed to help families create an estate planning strategy for their unique goals and needs.

Taxes in Retirement Webinar

July 6, 2020

6:00p - 7:00p Eastern Standard Time

Online Workshop

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.

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