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Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

March 21, 2024

3:00p - 7:00p

Lulu Country Club

November 10, 2023

8:30a - 3:00p

Rausch Creek

November 4, 2023

9:30a - 11:00a

Ambler Theater

Family Fun Day at the Theater

Join us for a fun-filled morning at the movies! Our "Family Day at the Theater" event invites clients and their families to enjoy a family-friendly film with complimentary popcorn and drinks. Not only will you be able to kick back and relax with your loved ones, but you'll also have the opportunity to give back to the community by donating a can to a local charity. We can't wait to see you at the theater!

October 18, 2023

11:30a - 12:00p

Via Zoom

October Webinar: Secure 2.0

We will be discussing the key provisions of the act and how SECURE 2.0 can impact your retirement planning. We believe this information will be extremely beneficial to you and encourage you to attend the webinar. 

October 17, 2023

11:00a - 11:30a


September 19, 2023

12:00p - 1:00p


FASFA Presentation

Are you curious about the recent changes to the FAFSA process? Don't forget to RSVP for our upcoming webinar next Tuesday, September 19th for an in-depth webinar discussion on the FAFSA changes and what they mean for you. 

August 4, 2023

9:00a - 3:00p

Philmont Country Club

SPG 8th Annual Golf Invitational

Join us for the 8th Annual SPG Golf Invitational! This highly anticipated event takes place on August 4th at the beautiful Philmont Country Club. Players will enjoy a day of golf, networking, and friendly competition while supporting a great cause. All proceeds will benefit the SPG Foundation, which supports local charities and initiatives. We look forward to teeing off for a great cause with you at the SPG 8th Annual Golf Invitational!

July 18, 2023

11:00a - 11:30a


Webinar: Protecting You and Your Loved Ones' Future Independence

Sign up for our upcoming webinar next Tue. July 18th, providing valuable insights and strategies on how to secure your future independence and that of your loved ones. Joshua Ford will share crucial information about long-term care and answer any questions you may have. 

April 24, 2023

11:30a - 12:00p

Virtual Webinar

Event Registration