Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
December 18, 2025
3:00p - 4:30p
HOBNOB Neighborhood Tavern
KW West Partners Happy Hour
Networking with Financial Advisors Austin Newman and Simon Block. Discuss planning a Client event.
May 22, 2025
4:00p - 7:00p
Great Bridge Baptist Church
April 22, 2025
12:00p - 1:00p
KW West
December 12, 2023
5:00p - 6:00p
Zoom Event
The 2024 Medicare Advantage Clarity Presentation
Get clear answers to your Medicare plan questions
August 29, 2023
5:30p - 7:00p
College Planning Workshop: Making College Worth It
College Planning Workshop: Making College Worth It
Much of the prep work for college needs to be done over time. Families rush the process and miss things because there is little time to fairly research the many opportunities available to students, along with the prep work to prepare for their careers.
June 27, 2023
5:15p - 6:30p
Social Security Workshop Webinar
7 Steps to a Successful Retirement: Making the Most of Social Security
Social Security is an essential financial decision that many Americans planning level mismatches the value of the benefits. Presented by: Chris Shahda
May 20, 2023
12:00p - 2:00p
Murph's Restaurant
February 1, 2023
12:00p - 12:30p
Teams Meeting
Navigating Advice Works - Client Portal
Thanks for setting up your AdviceWorks account! This powerful tool will help us collaborate securely, even on the go, as we share account information, leverage strategy and budgeting tools, and more. Each quarter we will focus on a different feature offered by this amazing tool.
May 19, 2022
2:00p - 3:00p
Online Webinar
IN THE ROOM: With Ben Stein May 19th
You’re invited to an exclusive, one-on-one conversation with economist, writer, and comedian Ben Stein.
March 17, 2022
12:00p - 12:30p
Zoom
Navigating AdviceWorks
A 30 minute tutorial on using AdviceWorks client portal.
February 17, 2022
6:00p - 7:00p
Zoom Event