Events

December 9, 2025

Zoom Webinar

Giving the Gift of Education- Learn how to take advantage of a 529 plan

We will be hosting a webinar to help you understand why an education savings plan can help you realize an educational goal for yourself or someone you love, how a 529 tax advantage can work for you, and how a 529 will round out a comprehensive financial wellness plan with a CollegeAmerica® account.

August 19, 2025

6:30p - 7:00p

Bespoke Events

Social Security Planning Workshop

Please join us for our upcoming co-hosted event with Nationwide's Retirement Institute to learn more about the Social Security Planning process, and how the recent changes regarding WEP (Windfall elimination) and the GPO (Government Pension Offset). RSVP today to save your seat!

June 5, 2025

4:00p - 5:00p

Zoom Webinar

Attend an educational workshop about Defending Against Identity Theft

Planning for your financial future is a balancing act between risk and reward. Investors need strategies to tackle downside risks and avoid setbacks with their long-term growth. Historically, approaches such as Diversification, Life Insurance and Annuities have worked to manage these risks. However, a new, hidden risk lurks as a threat to savers: the risk of significant loss to fraud and identity theft. This seminar will discuss “the hidden risk” and provide various strategies for a strong defense against Identity Theft.

April 23, 2025

6:00p - 7:00p

Online Workshop

Social Security Planning Workshop (4/23)