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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 throughout the year.  Check out this page often to see what workshops we are hosting in your area.

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

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

March 3, 2020

6:30p - 8:00p

Hilton Garden Inn Temple

How Tax Planning Changes Through Four Retirement Stages

Planning for your taxes during retirement.

February 4, 2020

6:30p - 8:00p

Hilton Garden Inn Temple

Retire Ready - Temple

Unlocking Social Security and Medicare

Event Registration