Attend an Event

Where Community
and Clarity Connect

Join us for events designed to bring people together and deepen your financial knowledge. From educational workshops to community gatherings, we offer a welcoming space for you to learn, connect and thrive.

Retiree sitting on a bench overlooking boats in the ocean

Upcoming Events

Join us for one of our upcoming events. We look forward to seeing you!

Thu
Jun 25, 2026 12:00 PM
Zoom Presentation: Allianz MasterDex 10 Annuity Exit Strategy

Wed
Jul 1, 2026 1:20 PM
Ambassador Event: SWG Cubs Game

Chicago Cubs vs San Diego Padres

What’s Your Next Move?

We’re eager to learn your story, answer your questions and help you make your next financial step a purposeful one. Let’s make a connection today.

Schedule Your ConsultationBrowse Our Upcoming Events