Upcoming Events, Seminars & Workshops

Whether you are looking for your first home, dream home, downsizing, rebuilding your credit, understanding social security benefits or something else altogether we have a seminar or workshop that will fit your stage of life.

Event Date Location
Income for Life Virtual Webinar Tuesday, April 9 6:00pm Register
The Return of Conservative Investing Virtual Webinar Tuesday, April 23 6:00pm Register
Social Security and Your Retirement Virtual Webinar Tuesday, May 7 6:00pm Register
The Three Transitions to Retirement Virtual Webinar Tuesday, May 21 6:00pm Register
Rollover Planning Virtual Webinar Tuesday, June 4 6:00pm Register
Understanding Medicare Virtual Webinar Tuesday, June 18 6:00pm Register

2024 Holiday Closures


  • New Year’s Day
    Monday, January 1
  • Martin Luther King, Jr. Day
    Monday, January 15
  • President’s Day
    Monday, February 19
  • Memorial Day
    Monday, May 27
  • Juneteenth National Independence Day
    Wednesday, June 19
  • Independence Day
    Thursday, July 4
  • Labor Day
    Monday, September 2
  • Columbus Day (Indigenous People’s Day)
    Monday, October 14
  • Veterans Day
    Monday, November 11
  • Thanksgiving Day
    Thursday, November 28
  • Christmas Day
    Wednesday, December 25
  • New Year’s Day ’25
    Wednesday, January 1, 2025