Events
Our popular "Lunch & Learn" or "Dinner & Learn" series of client workshops have been postponed through COVID. We look forward to bringing them back when it is safe to do so.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
August 30, 2020
12:00p - 12:30p
Zoom meeting
Protecting Your Financial Blindside: Ensuring Your Legacy with an Estate Plan
Estate Planning 101
July 26, 2020
12:00p - 12:30p
Zoom meeting
June 7, 2020
12:00p - 1:00p
Zoom Meeting
Six Ways COVID-19 Just Changed Your Retirement
LIVE Webinar discussing Corona Impact on Your Future Retirement from UPS