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Events



We are excited to offer a variety of educational workshops designed to help you plan for financial freedom.

Our workshops are tailored to meet the needs of a wide variety of audiences. Whether you are a nurse looking for expert advice on financial planning and investment management, in retirement and looking for guidance in today's turbulent markets, or parents in need of college planning for their soon-to-be college freshman, we offer educational content relevant and engaging. Be the first to know when new events are added.

CLICK HERE to sign up for our mailing list today!

We hope you will join us soon.  

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

April 10, 2024

6:00p - 7:30p

Indian River State College

April 9, 2024

6:00p - 7:30p

Indian River State College

March 21, 2024

6:00p - 7:30p

Wellington Community Center

March 19, 2024

6:00p - 7:30p

Wellington Community Center

Event Registration