Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
February 28, 2023 - March 1, 2023
12:00p - 1:00p
Scottsdale, AZ
February 23, 2021
9:00a - 10:00a
Online Webinar, Register to get the link!
Taxes in Retirement Webinar 9:00 a.m.
Join us to learn more about strategies that may reduce the taxes you pay on your retirement income and information on the recently passed SECURE Act, its critical reforms to our retirement system, and its effect on your retirement saving
January 20, 2021
4:00p - 5:00p
Online Webinar, Register to get the link!
Taxes in Retirement Webinar 4 p.m.
Join us to learn more about strategies that may reduce the taxes you pay on your retirement income and information on the recently passed SECURE Act, its critical reforms to our retirement system, and its effect on your retirement saving
September 30, 2020
4:30p - 5:30p
Online Webinar, Register to get the link!
February 20, 2020
5:15p - 6:15p
Financial Consulting Group 360
Charitable Giving Strategies, February 20th, 2020
In this overview of charitable giving, we will discuss options to consider when making a gift to charities you love to support.
February 19, 2019
4:00p - 6:00p
Windsor CO Office
Open House
Check out our new location and meet your financial planning team!