Upcoming events

Unlocking the Power of Social Security

Social Security plays a pivotal role in retirement income—but it’s more complex than it seems. Join us for an engaging and informative conversation where we’ll unpack strategies around timing, taxes, work, and benefits to help you get the most out of what you’ve earned.

We’ll also spend time exploring the newly enacted Social Security Fairness Act, which may provide increased benefits for millions of Americans—especially educators, public employees, and others with mixed employment histories. You’ll leave with greater clarity and actionable insights, whether you’re approaching retirement or advising someone who is.

Let’s make sure Social Security works smarter for your future.

The Markets, Economy & 2025 Outlook

Uncertain about the markets in the year ahead?

Join us for a special panel discussion where our experts will share insights on key trends, risks, and opportunities to help you make informed decisions.

5:30 p.m. – Registration & Refreshments
6:00 p.m. – Program begins
7:00 p.m. – Program ends

Complimentary beverages & hors d’oeuvres

The Family Love Letter®

$84 trillion dollars will move between generations within 25 years. 

Making plans to provide a sound future for your loved ones is an important part of any sound legacy plan. Creating a Family Love Letter can help you with sensitive conversations with your family about preserving, protecting and transferring the legacy you leave behind.

We encourage you to share this invitation to your children or heirs, as it's crucial to involve them in these important discussions about your family's legacy. Together, we can ensure everyone is informed and prepared for the future.