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
More events are on the way! Check back soon for more information.
Past Events
August 31, 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.
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.
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.