Events
In an effort to stay connected in a virtual environment and provide you with timely views, we are pleased to share invitations to a variety of upcoming events.
Upcoming Events
October 19, 2023
6:30p - 8:00p
SMB Financial Strategies, LLC
October Book Club
Our monthly SMB Book Club, we will be reading "Then She Was Gone" by Lisa Jewell for our October meeting.
Past Events
September 21, 2023
6:30p - 8:00p
SMB Financial Strategies
September Book Club
Our monthly SMB Book Club, we will be reading "Lessons in Chemistry" by Bonnie Garmus for our September meeting.
August 10, 2023
6:30p - 8:00p
SMB Financial Strategies
August Book Club
Our monthly SMB Book Club, we will be reading "The Last Thing He Told Me" by Laura Dave for our August meeting.
July 13, 2023
6:30p - 8:00p
SMB Financial Strategies
July Book Club
Our monthly SMB Book Club, we will be reading "The Rose Code" by Kate Quinn for our July meeting.
June 8, 2023
6:30p - 8:00p
SMB Financial Strategies
June Book Club
Our monthly SMB Book Club, we will be reading "The Vanishing Half" by Brit Bennett for our June meeting.
May 11, 2023
6:30p - 8:00p
SMB Financial Strategies
May Book Club
Our monthly SMB Book Club, we will be reading "The House in the Pines" by Ana Reyes for our May meeting.
April 13, 2023
6:30p - 8:00p
SMB Financial Strategies
April Book Club
Our monthly SMB Book Club, we will be reading "The Silent Patient" by Alex Michaelides for our April meeting.
April 4, 2023
7:00p - 8:00p
Online Zoom Link
Travel Workshop with Travel Pro Lindy Schuch
Join us for an online workshop with Lindy Schuch, travel expert with Perfect Landing Travel. 7:00-8:00 pm we will dive in to dream locations and trips around the globe that Lindy coordinates and plans for clients who are ready to make the travel easy, fun and stress-free.
March 9, 2023
6:30p - 8:00p
SMB Financial Strategies
March Book Club
Our monthly Book Club, we will be reading Untamed by Glennon Doyle for our March meeting.
February 9, 2023
6:30p - 8:00p
SMB Financial Strategies
February Book Club
We are excited to host our first book Club! We will be reading "The Psychology of Money" by Morgan Housel.
October 1, 2022
3:00p - 5:00p
SMB Financial Strategies
Open House
Come join the fun! We will have Chicken & Rice Guys foodtruck and other treats, balloons, a photobooth and a book giveaway. But the best part of all is that we will be together again, in real life.
May 3, 2022
6:30p - 8:30p
SMB Financial Strategies
Finding and Funding Your WHY
Our first In Person event at the new office in Burlington! Finding and Funding Your WHY: A Financial Workshop for Women will explore the financial landscape specific to women's perspectives, experience and realities. Together we will find the WHY underlying the work of financial self-care and expand our capacity!
January 25, 2022
7:00p - 8:00p
Zoom Link 7:00-8:00pm
Spark Joy! Marie Kondo Methods to Get Organized for Good!
Live Webinar: "Spark Joy! Marie Kondo Methods to Get Organized for Good!" with Marie Kondo-trained Master Organizer Melissa Klug.
January 11, 2022
7:00p - 8:00p
Zoom Link 7:00pm-8:00pm EST
Learn the 3 C's of Goal Setting
We are hosting a very special live webinar: "Learn the 3 C's of Goal Setting!" with Life Coach Denise Krumlian
September 29, 2021
5:30p - 6:30p
Zoom Webinar: https://us02web.zoom.us/j/83577030234?pwd=RWxVemo2Tlc0NXN5ZlNvV1VROHdDZz09
Social Security & Retirement Planning
Social Security is a major source of retirement income for 62% of retirees. Therefore, it is extremely important to understand all the factors that determine the maximum benefits you can receive!
June 10, 2021
5:00p - 5:45p
Zoom Webinar: https://us02web.zoom.us/j/81988508570?pwd=VCs0VVhmL1B4cVhNdzhXNUFrTExzUT09
Understanding Medicare A to D
Applying for Medicare can be complicated and confusing but it is a beneficial program. Get help navigating your Medicare coverage options!