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
More events are on the way! Check back soon for more information.
Past Events
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!