Past Events

May is Older Americans Month, established in 1963 to honor the legacies and contributions of older Americans and to support them as they enter their [...]

May is Mental Health Awareness Month (or Mental Health Month), which aims to raise awareness and educate the public about mental illnesses and reduce the [...]

May is Jewish American Heritage Month, which recognizes the diverse contributions of the Jewish people to American culture.

Beltane, an ancient Celtic festival celebrated on May Day, signifying the beginning of summer.

May is Asian Pacific American Heritage Month in the United States. The month of May was chosen to commemorate the immigration of the first Japanese [...]

Strategic Partner: The Reverse Mortgage Group, Beth Miller-Rowe Speaker(s): Beth Miller-Rowe, The Reverse Mortgage Group & Phil Walker, VP, Finances of America Reverse Download flier [...]

Speaker(s): Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA, Lead Financial Planning Nerd for Kitces.com, Director of Advanced Planning, Buckingham Wealth Partners, and Lead Creator and [...]

Strategic Partner: The Reverse Mortgage Group  Speaker(s): Beth Miller-Rowe, Branch Manager, Phil Walker, VP, Strategic Partnerships, The Reverse Mortgage Group Details/Register 2.0 CFP CE Hours [...]

Strategic Partner: Cantor Fitzgerald Details/Register 

Details/Register

Panel: Greg Friedman, Co-Founder and CEO, Private Ocean Eric Swensen, Principal, Vista Wealth Management Tom Tracy, Chief Client Officer and a Member of the Executive [...]

Strategic Partner - EMQQ  Details/Register 1.0 Hour CFP CE Credit

Details/Register 

Speaker(s): Shawn Tydlaska, CFP®, MBA Details/Register 

Speaker(s): Ambassador John Emerson, Vice Chairman, Capital Group International, Inc. Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli Details/Register