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.

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Upcoming Events

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

Fri
Mar 13, 2026 12:00 PM
Lunch & Learn: Exit Strategies for Your Allianz MasterDex 10 Plus Annuity

Fri
Apr 10, 2026 12:00 PM
Lunch & Learn: Estate Planning

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.

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