Community education events

Helping you fulfill your retirement vision

      We believe knowledge is power, so it’s our commitment to our community to offer complimentary educational events to those looking to learn more about successful financial planning. We also continue educating our clients throughout their retirement through frequent and fun events.


Taxes on Social Security and Can Trump Change It?

Thursday, May 8th

10:30 am

Sunriver Community Center

Call for more information



2025 Movie Premiere – Mission: Impossible

Tuesday May 27th, 2025

10:00 am

Pineview Megaplex

Call for tickets and more information


Join us for one of our upcoming events!

Check Out Our Past Events!