Events

Upcoming Events

March 7, 2024

9:30a - 10:15a

zoom event

Register

How to be Scam Resistant

Join us for this virtual coffee break on important things to know about protecting yourself from scams.

Past Events

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

Event Registration