Events & Gatherings
A few times a year, we bring people together
What to Expect
Throughout the year, we host a small number of gatherings designed to bring thoughtful people together in a relaxed and conversational setting. These events create space to connect, exchange perspectives, and explore topics that often come up in long-term financial planning.
Client Gatherings
From time to time, we host informal gatherings for clients. There is no formal agenda or presentation—simply an opportunity to connect with others, share conversation, and enjoy an evening together.
These gatherings are our way of expressing appreciation while creating an environment where relationships and thoughtful dialogue can develop naturally.
Educational Dinners
We also host small, invitation-only dinners focused on financial topics that many families encounter as they plan for the future.
Discussions may include areas such as tax-efficient planning, Social Security timing, estate considerations, and broader market perspectives. The purpose is to provide clarity and context in a comfortable setting—never a sales presentation.
Upcoming Events & Gatherings
Designing Your Estate Blueprint
Building a tax efficient retirement - The impact that Tax changes will have on your retirement income.
Address Sequence of Return Risk - Learn how poor timing of withdrawals can impact your future—and how to prevent it.
Integrate Estate Planning: Protect your assets, reduce taxes, and preserve your legacy with a coordinated estate strategy.
Prepare for Bear Markets: Safeguard your nest egg with risk-managed investment approaches designed to weather downturns.
Building Reliable Retirement Income - The biggest risk in retirement is longevity. We have tools to build reliable income streams for life
Register Here: https://www.yoursvp.com/7359201e-0021-4ed7-8a77-6c00a2073c91
Desinging Your Retirement Blueprint
https://www.yoursvp.com/e80ec7ee-9b38-4eb0-86fa-2704f0ff74f3
Complimentary appetizers & refreshments will be served for the comfort and convenience of attendees.
Social Security Facts & Fiction - Separating the noise from the actual facts
Building a tax efficient retirement - The impact that Tax changes will have on your retirement income.
Address Sequence of Return Risk - Learn how poor timing of withdrawals can impact your future—and how to prevent it.
Integrate Estate Planning: Protect your assets, reduce taxes, and preserve your legacy with a coordinated estate strategy.
Prepare for Bear Markets: Safeguard your nest egg with risk-managed investment approaches designed to weather downturns.
Building Reliable Retirement Income - The biggest risk in retirement is longevity. We have tools to build reliable income streams for life
Financially Fearless
What Every Woman Should Know and What Every Husband Wants Her to Have
Understand the unique financial challenges women face, including: longevity, healthcare costs, inflation, and life transitions.
Learn how to create a retirement income plan designed to provide confidence, independence, and financial security.
Discover strategies to help protect your family from unnecessary taxes, market risk, and rising healthcare expenses.
Medicare & IRMAA (Income-Related Monthly Adjustment Amount)
What is your only federally mandated expense that is inflating at over 6% per year - Hint it is not your taxes.
Interested in Attending?
If you believe you would be an appropriate addition to a future gathering, we welcome an initial conversation.