Events

CyberWellness® Preventing Fraud & Identity Theft

Estate Planning

Join us and hear from our guest speaker, Thomas Hamilton of Saltsman, Willett, Deaton & Hamilton, P.S.C., about estate planning and learn critical steps that may help you preserve your wealth and wishes.

Retired. Now What?

Do you have a distribution plan? This class covers how to navigate the complexities of retirement planning and may help you get your finances in order. Lunch will be provided to in-person participants. Join this complimentary class to learn about...

Community Health Fair

Maintaining your health is one of the most important responsibilities you'll be tasked with and there are a lot of factors to staying healthy, including financial wellness. Which is why we are hosting a Community Health Fair. This in-person event will include...

Breakfast with Beneficiaries

Valued Clients, we invite you and your beneficiaries to spend a morning with us. Bring in your current beneficiaries so we can get to know them and treat them to breakfast. We can answer any plan questions you or they may have and put your mind at ease, knowing your assets are in good hands.