Events
Our passion for sharing knowledge stems from a simple belief: when people understand the rules, they can make better decisions. That’s why our regularly hosted educational events are an essential part of how we serve our community. With more than 27 years of advisory and teaching experience, founder David Schlossberg brings a unique blend of accessibility and technical expertise to complex financial topics.
Upcoming Events
We are preparing our next series of educational programs and anticipate announcing new event dates in the near future. These complimentary sessions are designed to provide timely, practical insights on important financial topics. Attendance is limited and advance registration will be encouraged once details become available. Please revisit this page for updates or contact us to be added to our event notification list.