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
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?
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