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Events

We love this community and have spent years serving through various volunteer capacities and using our talents to help educate individuals in an easy-to-understand manner to grasp personal finance concepts and use them to pursue their financial objectives. We also know how to throw some great events! Whether it is an informative seminar, a networking event or a client appreciation night - we hope you will join us at an upcoming event!

Upcoming Events

June 29, 2022

12:00p - 1:00p

Virtual on Zoom

Ask the Expert

Tune in each month to this brown bag-style virtual event series. We will be joining you via Zoom on the last Wednesday of the month to answer your questions about financial planning, wealth management, business succession, and legacy planning.

July 27, 2022

12:00p - 1:00p

Virtual on Zoom

Ask the Expert

Tune in each month to this brown bag-style virtual event series. We will be joining you via Zoom on the last Wednesday of the month to answer your questions about financial planning, wealth management, business succession, and legacy planning.

Past Events

May 4, 2022

5:00p - 7:00p

Lakewood Link Recreation Center

Success in High Heels

Celebrate Cinco de Mayo a day early with our guest chef who will teach our guests how to make the best guacamole and salsa while we sip on homemade agave margaritas! Our featured speaker, Dr. Katie Carbiener, will be presenting "Just Breathe! Breath and its power on your body." Dr Carbiener will discuss pain management through breathing and exercise.

March 16, 2022

4:30p - 6:00p

Golden Wealth Solutions

Open House & Ribbon Cutting

Ribbon Cutting Celebration and Open House at our new location.

Event Registration