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

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.

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