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!

Event Registration