Events

Upcoming Events

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

Past Events

September 2, 2021

7:00p - 8:00p

ZOOM Meeting

Tax Free Retirement Income for Life - The Navigator

Navigator = Tax Free Income for Life!

September 2, 2021

4:30p - 5:30p

ZOOM Meeting

Tax Free Retirement Income for Life - The Navigator

Navigator = Tax Free Income for Life!

August 31, 2021

7:00p - 8:00p

ZOOM Meeting

Tax Free Retirement Income for Life - The Navigator

Navigator = Tax Free Income for Life!

August 31, 2021

4:30p - 5:30p

ZOOM Meeting

Tax Free Retirement Income for Life - The Navigator

Navigator = Tax Free Income for Life!

June 1, 2021

12:00p - 1:00p

ZOOM Meeting

The Power of Investing to Change the World

If you’ve ever wondered how your investments could make a real impact in the world, I want to invite you to join me and Eventide’s Managing Partner, Jason Myhre this June 1st at Noon EST as we explore the ways in which investing has positively shaped the world as we know it throughout history and how you can do the same with your investment selections today. You will not want to miss this opportunity. I truly believe that what Jason has to share could help you reimagine the ways you can make a difference with your investments while simultaneously pursuing your financial goals.

November 24, 2020

7:00p - 8:00p

ZOOM Meeting

Three important questions in the COVID ERA ... One Possible answer

1) How do I have an income that is guaranteed to last my (and my spouse's) lifetime, that will increase to outpace inflation?  2) How do I deal with the very real probability that I (or my spouse) will need some form of Long Term Care/Extended Care?  3) How do I deal with the very real possibility that taxes will go up?

September 3, 2020

7:00p - 8:00p

ZOOM Meeting

September 1, 2020

7:00p - 8:00p

ZOOM Meeting

August 27, 2020

7:00p - 8:00p

ZOOM Meeting

August 25, 2020

7:00p - 8:00p

ZOOM Meeting

August 20, 2020

7:00p - 8:00p

ZOOM Meeting

August 18, 2020

7:00p - 8:00p

ZOOM Meeting

July 28, 2020

7:00p - 8:00p

ZOOM Meeting

July 23, 2020

7:00p - 8:00p

ZOOM Meeting

July 16, 2020

6:00p - 6:45p

ZOOM Meeting

July 16, 2020

3:00p - 3:45p

ZOOM Meeting

July 16, 2020

11:00a - 11:45a

ZOOM Meeting

July 14, 2020

6:00p - 6:45p

ZOOM Meeting

July 14, 2020

3:00p - 3:45p

ZOOM Meeting

July 14, 2020

11:00a - 11:45a

ZOOM Meeting

June 4, 2020

7:00p - 7:30p

ZOOM Meeting

Workshop: Pension & Social Security Maximization Solutions

We all face choices of many kinds during our lifetime.  We usually have time to adjust to some of our "less than fortuitous" choices.  However, when it comes to decisions while in or entering retirement, a "misstep" can have severe consequences that can't be undone.

May 21, 2020

7:30p - 9:00p

Online via Zoom

Biblical Stewardship Series week 5

This is a five part educational series emphasizing Biblical principles presented by Gretchen Geisheker

May 14, 2020

7:30p - 9:00p

Online via Zoom

Biblical Stewardship Series week 4

This is a five part educational series emphasizing Biblical principles presented by Gretchen Geisheker

May 14, 2020

6:00p - 7:00p

ZOOM Meeting

May 14, 2020

3:00p - 4:00p

ZOOM Meeting

May 14, 2020

11:00a - 12:00p

ZOOM Meeting

May 12, 2020

6:00p - 7:00p

ZOOM Meeting

May 12, 2020

3:00p - 4:00p

ZOOM Meeting

May 12, 2020

11:00a - 12:00p

ZOOM Meeting

May 7, 2020

7:30p - 9:00p

Online via Zoom

Biblical Stewardship Series week 3

This is a five part educational series emphasizing Biblical principles presented by Gretchen Geisheker

May 7, 2020

3:00p - 4:00p

ZOOM Meeting

May 7, 2020

11:00a - 12:00p

ZOOM Meeting

April 30, 2020

7:30p - 9:00p

Online via Zoom

Biblical Stewardship Series week 2

This is a five part educational series emphasizing Biblical principles presented by Gretchen Geisheker

April 30, 2020

6:30p - 7:00p

ZOOM Meeting

MAKING THE MOST OF THE NEW TAX LAWS

Tax planning expert Steve Bibisi will help you navigate the new tax laws!

April 29, 2020

6:30p - 7:30p

ZOOM Meeting

11 MOST EXPENSIVE TAX MISTAKES THAT COST BUSINESS OWNERS THOUSANDS OF DOLLARS

Tax Planning as related to business owners by Steve Bibisi

April 27, 2020

7:30p - 8:30p

ZOOM Meeting

Long Term Care Planning (evening)

Ensure that the remaining spouse is protected from losing their assets Ensure that your heirs do not lose out on their inheritance Ensure that you are not a burden on your loved ones

April 27, 2020

3:00p - 4:00p

ZOOM Meeting

Long Term Care Planning

Ensure that the remaining spouse is protected from losing their assets Ensure that your heirs do not lose out on their inheritance Ensure that you are not a burden on your loved ones

April 23, 2020

7:30p - 9:00p

Online via Zoom

Biblical Stewardship Series

This is a five part educational series emphasizing Biblical principles presented by Gretchen Geisheker

April 16, 2020

7:00p - 8:00p

ZOOM Meeting

UNCHARTED WATERS: Navigating Stock Market Volatility in a Coronavirus World

Navigating Stock Market Volatility in a Coronavirus World

Event Registration