Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
April 21, 2022
11:00a - 1:30p
Zoom Webinar
Student Loans - Understanding the Path to Forgiveness
CERTIFIED FINANCIAL PLANNER™ and College Funding and Student Loan Advisor, Melissa Cox provides updates to the changes that are effecting Student Loan Repayments and how to have your loans forgiven.
October 15, 2020
7:00p - 8:00p
Online Webinar
Making Sense of College
Join Jessica Bartnick from C.H.O.I.C.E Educational Consultants and Melissa Cox CERTIFIED FINANCIAL PLANNER, for a fundraising webinar on College Readiness and Financial Aid Awareness!
September 24, 2020
11:00a - 12:00p
Online Webinar
Helping Your Kids to Make Cents of Money
Join Melissa Cox Certified Financial Planner and Kimberly Sulfridge, the Founder of The Kidz Money Project, in an hour long webinar that will teach you the importance of helping your children make cents of money!
May 29, 2020
1:30p - 2:30p
Online Webinar
Saving For College - Planning For Your Child's Financial Future
Planning for College happens in 3 stages, Saving For College, Saving On College, and Saving After College.
May 29, 2020
8:30a - 9:30a
Online Webinar
Saving For College - Planning For Your Child's Financial Future
Planning for College happens in 3 stages, Saving For College, Saving On College, and Saving After College.