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 29, 2024

4:00p - 6:30p

SMB Financial Strategies

Care Package Collection Drive Benefitting Rosie's Place

Join us for a Care Package Assembly Drive on Thursday February 29th benefitting the women being supported by Rosie's Place!

March 14, 2024

6:30p - 8:00p

SMB Financial Strategies

March Book Club

Our monthly SMB book club, we will be reading "Tom Lake" by Ann Patchett for our March meeting.

Past Events

February 15, 2024

6:30p - 8:00p

SMB Financial Strategies

February Book Club

Our monthly SMB Book Club, we will be reading "Romantic Comedy" by Curtis Sittenfeld for our February meeting.

January 11, 2024

6:30p - 8:00p

SMB Financial Strategies

January Book Club

Our monthly SMB Book Club, we will be reading "The Celebrants" by Steven Rowley for our January meeting.

December 14, 2023

6:30p - 8:00p

SMB Financial Strategies

December Book Club

Our monthly SMB Book Club, we will be reading "The Christmas Murder Game" by Alexandra Benedict for our December meeting.

November 9, 2023

6:30p - 8:00p

SMB Financial Strategies

November Book Club

Our monthly SMB Book Club, we will be reading "Tomorrow and Tomorrow and Tomorrow" by Gabrielle Zevin for our November meeting.

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.

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!

Event Registration