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Events

Financial literacy is our passion.  We want to make sure you have many opportunities to learn the principles of a solid financial foundation for retirement or any other financial goal.  We offer a number of financial education workshops covering important topics online throughout the year.  Check out this page often to see what workshops we are hosting.

Looking for guest speaker for your club or civic organization?  Send us a note info@ClearVistaFinancial.com and we can visit about informative topics for your group.

Upcoming Events

January 19, 2021

6:00p - 7:00p

Online

Register

Webinar - IRA Planning and The New Retirement Rules

Join us to find out how to maximize your money in retirement while minimizing taxation. •What type of IRA is right for me? •When do I need to take withdrawals, and how much do I have to take? •How are my IRA withdrawals taxed? -How do the new laws and SECURE Act affect my retirement?

January 26, 2021

6:00p - 7:00p

Online

Register

Webinar - Cybersecurity: How to Stay Protected Online

Do you feel secure about your online presence? Would you know what to do in the event of a cyber attack? These events are happening more and more each day. Join us to learn how to protect yourself and your finances from cyber criminals.

Past Events

November 17, 2020

6:00p - 7:00p

Online

November 17, 2020

11:00a - 12:00p

Online

November 10, 2020

6:00p - 7:00p

Online

November 10, 2020

11:00a - 12:00p

Online

October 27, 2020

6:00p - 7:00p

Online

October 27, 2020

11:00a - 12:00p

Online

October 13, 2020

6:00p - 7:00p

Online

October 13, 2020

11:00a - 12:00p

Online

October 6, 2020

6:00p - 7:00p

Online

October 6, 2020

11:00a - 12:00p

Online

September 29, 2020

11:00a - 12:00p

Online

September 29, 2020 - November 29, 2020

11:00a - 12:00p

Online

September 22, 2020

6:00p - 7:00p

Online

September 22, 2020

11:00a - 12:00p

Online

September 15, 2020

11:00a - 12:00p

Online

September 15, 2020

11:00a - 12:00p

Online

September 8, 2020

6:00p - 7:00p

Online

September 8, 2020

11:00a - 12:00p

Online

September 1, 2020

6:00p - 7:00p

Online

September 1, 2020

11:00a - 12:00p

Online

August 25, 2020

6:00p - 7:00p

Online

August 25, 2020

11:00a - 12:00p

Online

August 18, 2020

6:00p - 7:00p

Online

August 18, 2020

11:00a - 12:00p

Online

August 11, 2020

6:00p - 7:00p

Online

August 11, 2020

11:00a - 12:00p

Online

August 4, 2020

6:00p - 7:00p

Online

August 4, 2020

11:00a - 12:00p

Online

July 28, 2020

6:00p - 7:00p

Online

July 28, 2020

11:00a - 12:00p

Online

July 21, 2020

6:00p - 7:00p

Online

July 21, 2020

11:00a - 12:00p

Online

July 14, 2020

6:00p - 7:00p

Online

College Planning in the Era of COVID-19 - 6pm

How is the Covid-19 pandemic affecting college funding and enrollment?

July 14, 2020

11:00a - 12:00p

Online

College Planning in the Era of COVID-19 - 11am

How is the Covid-19 pandemic affecting college funding and enrollment?

July 7, 2020

6:00p - 7:00p

Online

July 7, 2020

11:00a - 12:00p

Online

Event Registration