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 |
|---|---|---|---|
Sep 8 Tuesday |
Keep More, Leave More: Taxes & Estate Planning
How to minimize taxes in retirement and protect the assets you pass on to the people you love.
Retirement Planning
|
11:00 AM The Club at Blackthorne Jeannette, PA |
FREE |
Sep 9 Wednesday |
Retire with Confidence: Market Volatility, Inflation & Taxes
The three forces that shape retirement income — and how thoughtful Social Security and tax planning fit in.
Retirement Planning
|
11:00 AM Cooper-Siegel Community Library Fox Chapel, PA |
FREE |
Sep 16 Wednesday |
Keep More, Leave More: Taxes & Estate Planning
How to minimize taxes in retirement and protect the assets you pass on to the people you love.
Retirement Planning
|
11:00 AM The Schoolhouse at Mainstreet Parker, CO |
FREE |
Sep 21 Monday |
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 The Hive Spokane, WA |
FREE |
Sep 22 Tuesday |
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 Rowan College at Burlington County Mt Laurel, NJ |
FREE |
Sep 23 Wednesday |
Retire with Confidence: Market Volatility, Inflation & Taxes
The three forces that shape retirement income — and how thoughtful Social Security and tax planning fit in.
Retirement Planning
|
11:00 AM Elkridge Branch — Howard County Library Elkridge, MD |
FREE |
Sep 24 Thursday |
Keep More, Leave More: Taxes & Estate Planning
How to minimize taxes in retirement and protect the assets you pass on to the people you love.
Retirement Planning
|
11:00 AM Maryland Golf & Country Club Bel Air, MD |
FREE |
Oct 7 Wednesday |
Retire with Confidence: Market Volatility, Inflation & Taxes
The three forces that shape retirement income — and how thoughtful Social Security and tax planning fit in.
Retirement Planning
|
11:00 AM Toftrees Resort State College, PA |
FREE |
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 |
FREE |