Events

Top 10 Financial Things to do before Year-end

Investor Market Outlook Webinar with Clark Capital's Peter Eisenrich

JOIN US TO GET: ◼ Exclusive market insights to help you stay on track to meet your goals ◼ A review of Clark Capital’s investment approach ◼ Answers to today’s most relevant questions about the markets.

Long-Term Care Webinar

Join us for a long-term care webinar on October 5, 2021 at 2 p.m. Register in advance for this meeting: https://us06web.zoom.us/webinar/register/WN_v89R3edTSzq9AlNzYJU0qA

Retirement Basics Workshop

Social Security Workshop - September 22

The Home Stretch Webinar

College Planning Workshop

First Time Home Buyer Workshop

Social Security Workshop - July 29

Medicare Workshop - July 20

Social Security Webinar - July 20

1st Time Home Buying Workshop

This workshop covers all of the elements of the home buying process from financial preparation and credit review to mortgage financing and closing.

CPE In-person Workshop

Presented by Steven D. Shackelford Regional VP, Retirement Plan Sales @ Trinity Pension Consultants

Social Security Webinar - June 9

Join us for a Social Security Webinar on June 9 to find out how to optimize your benefit and reduce your tax liability.

Live Market Perspective Webinar

Please join us on Thursday, May 27, 2021 from 4:30 - 5:00 p.m. EST for our monthly Live Market Perspective Webinar. After registering, you will receive a confirmation email containing information about joining the meeting.

Learn to waive your audit cost on group 401(k) plan Webinar

Join our webinar to learn how unrelated employers can participate in a group 401(k) plan arrangement by using a pooled employer plan.

Is College Worth It webinar

May 6, 2021 6-6:45 pm EST Register here. https://zoom.us/webinar/register/WN_tO9GHEOHSFSMAll6zOh32w

Tequila tasting: Celebrate Cinco de Mayo with a Margarita-Invitation Only

Live Market Perspective webinar on Are You Still on Track to Reach Your Goal After a Crazy Year in the Stock Market?

Please join us on Thursday, April 29, 2021 from 4:30 - 5:00 p.m. EST for our monthly Live Market Perspective Webinar. After registering, you will receive a confirmation email containing information about joining the meeting.

Shred It! Free document shredding

It is a great time to shred those unwanted documents (up to 6 boxes)! We would love to see you Saturday, April 17th. Ray's Document will be on site 9 a.m. - 11:30 a.m. The Merciful Help Center will also be collecting non-perishable food items. Grab a cup of coffee and a donut on your way out!

Social Security Webinar - April 7th

Join us for a Social Security Webinar on April 7 to find out how to optimize your benefit and reduce your tax liability.