Past Events

Panelists: Rachel Freeman (they/them), AIFA®, Director of Investor Relations, Adasina Social Capital, Dan Carreno, CIMA®, Executive Vice President, Business Development, Change Finance, PBC, Rawson Gulick, CFP®, CAIA, Wealth Advisor, Willow Creek Wealth [...]

Laylat al-Qadr, the holiest night of the year for Muslims, is traditionally celebrated on the 27th day of Ramadan. It is known as the Night [...]

National Day of Prayer, a day of observance in the United States when people are asked to “turn to God in prayer and meditation.”

Cinco de Mayo, a Mexican holiday commemorating the Mexican army’s 1862 victory over France at the Battle of Puebla during the Franco-Mexican War (1861-1867). This [...]

Orthodox Easter (also called Pascha), a later Easter date than observed by many Western churches.

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 

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