Events
Join us for exclusive events
We love working with clients one-on-one, but we’re also passionate about financial education. Our virtual and in-person events cover a range of topics, and we’ve designed them with our clients’ most common needs in mind.
MAHPFCU: College Planning for the Modern Student
Zoom Event · April 21, 2026
12:30pm-1:30pm or 6:00pm-7:00pm
Funding your child’s higher education takes time and strategy. But no matter where you are in the process, we can help provide strategies to save smarter. Join us to gain insight into how to get started (it’s never too early!), looking at the bigger financial picture and ways to reach your financial goals.
Kaiperm: College Education for the Modern Student
Zoom Event · April 23, 2026
12:30pm-1:30pm or 6:00pm-7:00pm
Funding your child’s higher education takes time and strategy. But no matter where you are in the process, we can help provide strategies to save smarter. Join us to gain insight into how to get started (it’s never too early!), looking at the bigger financial picture and ways to reach your financial goals.
Private Educational Events