Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
July 21, 2025
10:00a - 11:30a
RISE- Rio Salado College
CD Rates are Dropping, Now What?
Click on the title above to learn more and register for this event.
June 2, 2025
10:00a - 11:30a
RISE- Rio Salado College
Navigating IRA/ROTH IRA Distributions and RMD’s
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April 16, 2025
11:30a - 1:00p
Grand Learning Center
Six “What Ifs” of Retirement Planning
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March 24, 2025
11:30a - 1:00p
Grand Learning Center
The SECURE ACT: 2025 Updates
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March 3, 2025
11:30a - 1:00p
Grand Learning Center
Navigating IRA/ROTH IRA Distributions and RMD’s
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January 29, 2025
11:30a - 1:00p
Grand Learning Center
Investing and Financial Strategies 101
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December 12, 2024
11:00a - 12:00p
Grand Learning Center
Quick Guide to Cashing in Government Bonds
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November 18, 2024
10:00a - 11:30a
RISE- Rio Salado College
Navigating RMD Distributions
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November 4, 2024
11:00a - 12:30p
Grand Learning Center
Social Security Survivor Benefits
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October 14, 2024
10:00a - 11:30a
RISE - Rio Salado College
Optimizing Your Social Security Benefits
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October 7, 2024
11:00a - 12:30p
Grand Learning Center
Navigating RMD Distributions
Click on the title above to learn more and register for this event.
September 9, 2024
10:00a - 12:00p
RISE- Rio Salado Community College
August 8, 2024
9:30a - 10:00a
zoom
Why are My Home Owners Insurance Premiums Skyrocketing?
Learn the answers to questions related to insurance premuim increases.
June 6, 2024
9:30a - 10:15a
zoom
Quick Guide to Cashing in Government Bonds
Learn the answers to questions related to bonds.
May 2, 2024
9:30a - 10:15a
zoom
LinkedIn Strategeis
Learn how to leverage the capabilities of LinkedIn.
April 4, 2024
9:30a - 10:15a
zoom
Social Security Benefits 2024
Learn all about maximizing your Social Security benefits in 2024 at our online event - don't miss out!
March 7, 2024
9:30a - 10:15a
zoom event
How to be Scam Resistant
Join us for this virtual coffee break on important things to know about protecting yourself from scams.
February 1, 2024
9:30a - 10:15a
zoom
Protecting Your Legacy
Important Facts and Things to know about Protecting Your Legacy
January 18, 2024
2:00p - 2:45p
online
Tax Planning 2024
Tax Planning 2024
January 4, 2024
9:30a - 10:15a
zoom
Your Autopsy Questions Answered
Join us for this virtual coffee break on important things to know about autopsies.
November 2, 2023
9:30a - 10:15a
Zoom
Virtual Chat: TRUSTS - Why or Why Not?
Join us for this virtual coffee break on important things to know about revocable vs irrevocable trusts.
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