Your financial future
starts with learning
A licensed financial professional leads an open group class on the topic. We cover core concepts in plain language with plenty of time for questions. Every attendee leaves with specific, actionable steps they can apply that same day — no homework, no pressure, no obligation.
Because some questions are personal, each class is followed by the opportunity for a one-on-one consultation. This is your chance to discuss the details specific to your situation that couldn't be addressed in a group setting — still completely free, still no products, no obligations of any kind.
Our mission is to eliminate financial stress through education, empowerment, and practical action. We provide unbiased financial wellness programs that create confident decision-makers and stronger communities.
We believe everyone deserves access to honest, clear financial education — regardless of income, background, or where they are in life. That's why every event we host is completely free, taught by licensed professionals, and entirely free of product sales or sales pressure.
| Date | Session | Time & Location | Registration |
|---|---|---|---|
Aug 5 Wednesday |
Keep More, Leave More: Taxes & Estate Planning
How to minimize taxes in retirement and protect the assets you pass on to the people you love.
Retirement Planning
|
11:00 AM The Penn Stater Hotel & Conference Center State College, PA |
Class Full No seats remaining |
Aug 12 Wednesday |
Keep More, Leave More: Taxes & Estate Planning
How to minimize taxes in retirement and protect the assets you pass on to the people you love.
Retirement Planning
|
11:00 AM Maryland City at Russett Library Laurel, MD |
FREE |
Sep 9 Wednesday |
Retire with Confidence: Market Volatility, Inflation & Taxes
How to protect your retirement income from market swings, inflation, and rising taxes.
Retirement Planning
|
11:00 AM Norwin Public Library Irwin, PA |
FREE Registration coming soon |
Sep 23 Wednesday |
Retire with Confidence: Market Volatility, Inflation & Taxes
How to protect your retirement income from market swings, inflation, and rising taxes.
Retirement Planning
|
11:00 AM Columbia, MD Venue TBD |
FREE Registration coming soon |
Sep 24 Thursday |
Retire with Confidence: Social Security Planning
When to claim, how to maximize your benefit, and how Social Security fits your broader retirement plan.
Retirement Planning
|
11:00 AM Bel Air, MD Venue TBD |
FREE Registration coming soon |
Oct 21 Wednesday |
Retire with Confidence: Social Security Planning
When to claim, how to maximize your benefit, and how Social Security fits your broader retirement plan.
Retirement Planning
|
11:00 AM Owen Brown Community Center Columbia, MD |
FREE Registration coming soon |