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UPCOMING EVENTS
Sep 15, 2026, 12:00 PM – 1:00 PMOnlineLearn estate planning basics and why reviewing retirement contributions is key to long-term security.
- National Financial Planning MonthOct 20, 2026, 12:00 PM – 1:00 PMOnline
- Employee Benefits and Charitable GivingNov 17, 2026, 12:00 PM – 1:00 PMOnline
- End-of-Year Planning and ReflectionDec 15, 2026, 12:00 PM – 1:00 PMOnline
PAST EVENTS
- Estate Planning and RetirementTue, Sep 15Online
The Legacy Builder AdvantageJuly 26 - 31, 2026Las Vegas, NV, USA
College Savings and Financial AwarenessTue, Aug 18Online
Katrina D. Henry Scholarship Luncheon 2026Tue, Jul 28Virgin Hotels Las Vegas, Curio Collectio
First Home, Future Wealth 2026Tue, Jun 23D.Monaghans On The Hill
Investments and Mid-Year ReviewTue, Jun 16Online
Generating Revenue in Uncertain Times: Practical Strategies for Non-Profit LeadersTue, May 261955 Broadway suite b
Economic Strategic SummitThu, May 21Columbia Bank
Debt and Credit ManagementTue, May 19Online
The Blueprint Masterclass: Community Housing FairSat, May 16Dr. Ephraim Williams Family Life Center
Happy Financial Literacy Month!Tue, Apr 21Online
Annual Prayer Breakfast - Realtist Week 2026Sat, Apr 11Kingdom Builders
Insurance and Financial "Spring Cleaning"Tue, Mar 17Online
Tax Preparation and PlanningTue, Feb 17via Zoom
Financial Planning and Goal SettingTue, Jan 27via Zoom
Show Me The Money! Part 2Tue, Dec 16via Zoom
Smarter Professionals Use Smarter SystemsTue, Dec 09via Zoom
Members Mixer & MingleWed, Nov 19Oakland
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