Events
Upcoming Events
Elementary School Allowance Workshop
Join us for a fun, hands-on workshop that teaches kids how to make and manage money. We'll discuss the four things you can do with your money: Save, spend, give, and invest. We'll explore options for making money, discuss how money makes you happy, and lay the foundation for responsible habits. This workshop is geared towards children in elementary school (ages 9-11)
Middle School Financial Literacy Workshop
Help teach your kids how to manage money wisely. Our Kids' Financial Education Programs empower the younger generation with essential financial skills. We offer workshops for elementary, middle, and high school students, covering everything from allowances to financial literacy and preparing for college. These fun, informative sessions set kids on the path to making smart financial decisions from an early age.
Social Security
Get information you need about Social Security—from when to claim benefits to understanding spousal options and retirement age. This comprehensive webinar answers your questions and provides the knowledge to help make informed decisions about your future.
Women, Wine, & Wisdom™ Annapolis - Estate Planning
This month, join us for a discussion with an attorney surrounding all things estate planning. Hear from someone who specializes in wills, trusts, and estates, and start thinking about your own estate plan.
Women, Wine, & Wisdom™ Jacksonville - Estate Planning
This month, join us for a discussion with an attorney surrounding all things estate planning. Hear from someone who specializes in wills, trusts, and estates, and start thinking about your own estate plan.
Healthcare in Retirement
Navigating healthcare in retirement can be complex. This workshop provides an A-Z guide on Medicare and other healthcare options, ensuring that you’re informed about your choices during retirement.
Retirement Homestretch
As retirement nears, are you confident you’re preparing the right way? Retirement Homestretch covers what you need to know about the final ten years leading up to retirement. Focus on the right areas to help ensure a smooth transition and feel ready for the next exciting phase of your life.
Second Saturday Divorce Workshop - Annapolis, MD
Divorce is challenging, and our Second Saturday Divorce Workshop helps you navigate the process with clarity and support. Led by a team of professionals, this three-hour workshop guides participants through all aspects of divorce.
Second Saturday Divorce Workshop - Jacksonville Riverside, FL
Divorce is challenging, and our Second Saturday Divorce Workshop helps you navigate the process with clarity and support. Led by a team of professionals, this three-hour workshop guides participants through all aspects of divorce.
Women & Investing
Join Ann Covington, of CovingtonAlsina, for an informative virtual event, to discuss the five things every woman should know about investing. You will learn not only about your instinctive investor skills, but other priorities that can impact your plan as well.
Healthcare in Retirement
Navigating healthcare in retirement can be complex. This workshop provides an A-Z guide on Medicare and other healthcare options, ensuring that you’re informed about your choices during retirement.
Tax-Efficient Philanthropy: Giving and Its Effect on Your Taxes
Learn how to get the best tax return value from charitable contributions in a new webinar for 2026.
Second Saturday Divorce Workshop - Annapolis, MD
Divorce is challenging, and our Second Saturday Divorce Workshop helps you navigate the process with clarity and support. Led by a team of professionals, this three-hour workshop guides participants through all aspects of divorce.
Second Saturday Divorce Workshop - Jacksonville Riverside, FL
Divorce is challenging, and our Second Saturday Divorce Workshop helps you navigate the process with clarity and support. Led by a team of professionals, this three-hour workshop guides participants through all aspects of divorce.
Road Map to Retirement: Top IRA Planning Mistakes to Avoid
Learn about the top 10 mistakes people make when planning their IRAs, from not maximizing contribution limits to taking incorrect required minimum distributions and making beneficiary errors.
Past Events
October 13, 2026
6:00p - 7:00p
Virtual Event - Zoom
Health Savings Accounts
Join us for an informative session on Health Savings Accounts (HSAs), including what they are, who is eligible, and how they can play a valuable role in managing rising healthcare costs and planning for retirement.