Upcoming Events

  • Sale of a business

    Is the Window for Selling My Business Closing?

    October 20, 2021  11:00 am - 12:00 pm

    It’s been a seller’s market for business owners for the last 10+ years. For those looking to sell, is the window of opportunity closing? Join us as we uncover the impact of the lingering pandemic, changes to tax law, and higher future interest rates on business owners’ ability to sell in the next few years.

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  • social security webinar

    Savvy Social Security

    October 28, 2021 

    The decisions you make today can have a tremendous bearing on the total amount of social security benefits you stand to receive over your lifetime. Learn what you can do today to maximize the potential of your Social Security future.

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Past Events

  • Sustainable investing

    Understanding Sustainable Investing

    June 2, 2021  2:00 pm - 3:00 pm

    Sammy Azzouz of Heritage Financial and Isabelle Williams of Dimensional Fund Advisors discuss sustainable investing, highlighting key considerations and explaining how you can have a good investment experience while investing in companies engaged in more sustainable business practices.

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  • Kathleen Burns Kingsbury

    HER Heritage: Breaking Money Silence Across Generations

    May 26, 2021  11:00 am - 12:00 pm

    Breaking Money Silence is for any woman that wants to boost her own confidence talking about money and investing, or help other special women in her life do the same. Wealth psychology expert, Kathleen Burns Kingsbury, took us through this very important topic.

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  • HER Heritage: Planting the Seeds for a Bountiful Harvest

    April 28, 2021  7:00 pm - 8:00 pm

    As we work with women to plant the seeds of a strong financial future, we want to take advantage of the promise of warmer days ahead to learn how to literally plant the seeds for a bountiful vegetable garden. We learned the basics of starting and maintaining a thriving vegetable garden from Lifetime Master Gardener, Gretel Anspach.

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