Latest Past Events

Get Your Docs in a Row | Free Financial Workshop

Create Better Financial Habits by Getting Financially Organized It's time to create better financial habits by getting financially organized! Join Marie Burns CFP®, during Estate Planning Awareness Month as she helps you declutter your finances. In this FREE hands-on virtual workshop, you will begin to create a comprehensive net worth statement that doubles as an […]

Get Your Docs in a Row | Free Financial Workshop

Create Better Financial Habits by Getting Financially Organized It's time to create better financial habits by getting financially organized! Join Marie Burns CFP®, during Estate Planning Awareness Month as she helps you declutter your finances. In this FREE hands-on virtual workshop, you will begin to create a comprehensive net worth statement that doubles as an […]