Do It Yourself or Hire a Financial Advisor?
First Saturday of every month at 10:00 AM (EST). No registration required.
The workshop offers a step-by-step, methodical approach for an answer that fits you. This may be the most important financial decision you can make. Given misinformation, conflicts of interest, and complexities, it can also be the most difficult financial decision. Navigating the 5-step investment process is crucial to success.
How to Build a Portfolio to Last a Lifetime
First Monday of every month at 7:00 PM (EST). No registration required.
Investors often focus on FOMO—the Fear of Missing Out. Yet, the greater challenge for many is FORO—the Fear of Running Out. In this workshop, we will explore our 5-step framework designed to address FORO through an integrated approach that considers tax efficiency, financial planning, and emotional well-being.
How to Balance Time, Money, and Happiness
First Tuesday of every month at 7:00 PM (EST). No registration required.
Life’s biggest decisions often come down to a tradeoff between time, money, and happiness. During times of transition—especially around retirement—finding the right balance among these three can shape whether you move forward with confidence or with worry.