Your financial future
starts with learning
A licensed financial professional leads an open group class on the topic. We cover core concepts in plain language with plenty of time for questions. Every attendee leaves with specific, actionable steps they can apply that same day — no homework, no pressure, no obligation.
Because some questions are personal, each class is followed by the opportunity for a one-on-one consultation. This is your chance to discuss the details specific to your situation that couldn't be addressed in a group setting — still completely free, still no products, no obligations of any kind.
Our mission is to eliminate financial stress through education, empowerment, and practical action. We provide unbiased financial wellness programs that create confident decision-makers and stronger communities.
We believe everyone deserves access to honest, clear financial education — regardless of income, background, or where they are in life. That's why every event we host is completely free, taught by licensed professionals, and entirely free of product sales or sales pressure.
| Date | Session | Time & Location | Registration |
|---|---|---|---|
Oct 21 Wednesday |
Retire with Confidence: Social Security & Retirement Income Planning
When to claim, what to expect from your benefit, and how it fits with the rest of your retirement income plan.
Retirement Planning
|
11:00 AM Rockfield Manor Bel Air, MD |
NO COST |
Oct 22 Thursday |
Retire with Confidence: Social Security & Retirement Income Planning
When to claim, what to expect from your benefit, and how it fits with the rest of your retirement income plan.
Retirement Planning
|
6:00 PM Norwin Public Library Irwin, pa |
NO COST |
Oct 22 Thursday |
Retire with Confidence: Social Security & Retirement Income Planning
When to claim, what to expect from your benefit, and how it fits with the rest of your retirement income plan.
Retirement Planning
|
11:00 AM Owen Brown Community Center Columbia, MD |
NO COST |
Oct 27 Tuesday |
Keep More, Leave More: Taxes & Estate Planning for Retirement
Where the tax pressure points are in retirement, and how the estate side fits together — explained, not sold.
Retirement Planning
|
11:00 AM Otis Orchards Library Otis Orchards, WA |
NO COST |
Oct 27 Tuesday |
Keep More, Leave More: Taxes & Estate Planning for Retirement
Where the tax pressure points are in retirement, and how the estate side fits together — explained, not sold.
Retirement Planning
|
6:00 PM PACE Center Parker, CO |
NO COST |
Nov 1 Sunday |
Retire with Confidence: Social Security & Retirement Income Planning
When to claim, what to expect from your benefit, and how it fits with the rest of your retirement income plan.
Retirement Planning
|
11:00 AM Rockfield Manor Bel Air, MD |
NO COST |
Nov 4 Wednesday |
Keep More, Leave More: Taxes & Estate Planning for Retirement
Where the tax pressure points are in retirement, and how the estate side fits together — explained, not sold.
Retirement Planning
|
11:00 AM Monroeville Public Library Monroeville, PA |
NO COST |
Nov 5 Thursday |
Retire with Confidence: Social Security & Retirement Income Planning
When to claim, what to expect from your benefit, and how it fits with the rest of your retirement income plan.
Retirement Planning
|
11:00 AM Cooper-Siegel Community Library Pittsburgh, PA |
NO COST |