Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
September 7, 2023
9:30a - 10:00a
Zoom
Growing Your Legacy with a Donor-Advised Fund
Join us for this virtual coffee break on important things to know about a donor-advised fund.
August 17, 2023
2:00p - 2:45p
online event
What is the Difference between and IRA and a 401k Account?
Learn what the difference is between an IRA and 401k Account
July 20, 2023
2:00p - 2:45p
online
What is a Financial Plan and Why Do I Need One?
Learn what to include in your financial plan.
July 6, 2023
9:30a - 10:15a
Zoom
Q3 2023 Economic Forecast
Join us for this virtual coffee break on important things to know about the current economy.
June 15, 2023
2:00p - 2:45p
zoom
5 Annuity Myths
Join us for this timely workshop during Annuity Awareness month.
June 1, 2023
9:30a - 10:15a
zoom
May 18, 2023
2:00p - 2:45p
online
Legacy Landmines!
Make sure you avoid these traps!
May 4, 2023
9:30a - 10:15a
zoom
Should I Pre-Plan My Own Funeral?
Join us for this virtual coffee break on important things to know about funeral services.
April 28, 2023
10:00a - 11:00a
online
Q1 2023 Market Review
Banking Sector Turmoil and the Recession Question
April 20, 2023
2:00p - 2:45p
Online Event
How Many 1099's Are There?! And what are they used for??
Learn about the various types of 1099s and what to do with them!
April 6, 2023
9:30a - 10:15a
Zoom
The SECURE Act 2023
25 Quick Minutes on Important Facts and Things to know about the SECURE Act in 2023.
March 16, 2023
2:00p - 2:45p
Online Event
Important Things to Know about Credit Card Debt
There is more to credit card debt than meets the eye!
March 2, 2023
9:30a - 10:15a
Online Event
What is the Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA)
Join us for this virtual coffee break on important things to know about RUFADAA.
February 16, 2023
2:00p - 2:45p
Online Event
What Can You Do with a 529 Account?
Learn your options about using funds in a 529 Account.
February 2, 2023
9:30a - 10:15a
Zoom
What is Home Care?
Join us for this virtual coffee break on important things to know about Home Care for Seniors.
January 19, 2023
2:00p - 2:45p
Online Event
Funding Your Trust: Who-What-Why-How
Learn how to fund your Trust.
January 5, 2023
9:30a - 10:15a
Zoom
Situational Social Security
Join us for this virtual coffee break on important things to know about understanding Social Security issues.
December 3, 2022
9:00a - 1:00p
FineWal Office Soultions
Clean Up for the Holidays!
Please support our community fundraiser - a Keystone sponsored event.
December 1, 2022
9:30a - 10:15a
Zoom
VIRTUAL CHAT: 2022 Market Commentary
Join us for this virtual coffee break on important things to know about the 2022 Financial Market.
November 17, 2022
2:00p - 2:45p
Zoom
5 Reasons to Use a Fiduciary
How and why to use a Fiduciary.
October 20, 2022
2:00p - 2:45p
Zoom
WEBINAR: Why Should I Invest in the Stock Market Now?
Navigating through market volatility.
October 6, 2022
9:30a - 10:00a
Zoom
Preparing for Annual Medicare Enrollment
Join us for this virtual coffee break on important things to know about Medicare Enrollment
September 15, 2022
2:00p - 2:45p
Zoom
September 1, 2022
9:30a - 10:00a
Online Event
Capital Gains Tax Mitigation Strategies
Join us for this virtual coffee break on Capital Gains and Taxes.
August 18, 2022
2:00p - 2:45p
Online Event
August 4, 2022
9:30a - 10:00a
Zoom