Events

Whether you've never invested a dollar or are already an experienced investor, our educational events can help you to learn how to make the right financial moves and plan for your future. Sign up today!!

***No sales pitch. Ever! We promise!

Upcoming Events

April 19, 2023

10:00a - 4:00p

True Blue Financial

Shred Day 2023

Join us in celebrating the end to the 2022 tax season.

Past Events

October 4, 2022

5:00p - 6:00p

Virtual - Register Above!

Evaluating Social Security Benefits

Learn how to take the immense amount of Social Security information available and apply it into your retirement strategy.

April 19, 2022

10:00a - 4:00p

True Blue Financial

Shred Day

Join us in celebrating the end to the 2021 tax season.

March 23, 2022

5:30p - 6:00p

Virtual - Register Above!

An Introduction to Long-Term Care

Learn how you can help protect your retirement savings from Long-Term Care expenses.

January 19, 2022

5:30a - 6:00p

Virtual - Register Above

The Power of Investing to Change the World

Purpose & Values: Learn how you invest for the future while still honoring God.

November 11, 2021

5:30p - 6:15p

Virtual - Register Above

Three Dimensions of Value Based Investing: Avoid, Embrace, Engage

Purpose & Values: Learn how you invest for the future while still honoring God.

October 14, 2021

5:30p - 6:00p

Virtual

Sustainable Investing Webex

Learn why now may be the time for your investments to align with your beliefs!

Event Registration