Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
October 15, 2026
1:00p - 2:00p
Zoom (Virtual Event)
Medicare: What to Know Before 65 and Beyond
Medicare comes with a lot of important decisions — and knowing what to expect before you reach 65 can make the process much easier. We invite you to join us for a special virtual client event, “Medicare: What to Know Before 65 and Beyond,” featuring nationally recognized Medicare and Social Security expert Mary Beth Franklin. Mary Beth has presented to our group before and received wonderful feedback, so we’re excited to welcome her back! She’ll help break down some of the most important Medicare considerations, including enrollment deadlines, working past age 65, Medicare vs. Medicare Advantage, costs, IRMAA and common mistakes to avoid.
May 14, 2026
3:00p - 4:00p
Zoom (Virtual Event)
Spring Client Event! Convenience Meets Caution: Navigating AI Safely
Join former FBI Special Agent Jeff Lanza for an engaging presentation on how artificial intelligence is transforming both everyday life and cybercrime. With over 20 years of experience investigating cybercrime and national security threats, Jeff shares practical ways to use AI for good, while also revealing how criminals are using it to create more sophisticated scams.