November 2019
Your IRA and Required Minimum Distributions
Learn about the magic age of 70 1/2 and how your IRA becomes subject to Required Minimum Distributions
Register here »December 2019
Unlocking Your Charitable IRA
Learn how to use your IRA as a charitable tool after the new tax law's changes.
Register here »January 2020
Socially Responsible Investing: Basics & Beyond
Learn about the ins-and-outs, opportunities and challenges of socially responsible investing.
Register here »February 2020
The New Tax Law, Revisited
Join us for a review and update of the new tax law, how it affects you and how you can take advantage of the changes.
Register here »March 2020
A Celebration of Life & Death: Building Your Final File
Join us for a workshop on creating your "Final File"; a complete collection of your life's legacy and your estate planning wishes.
Register here »