Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

Our latest presentation

15 minutes with GEN Group

In our first check-in call of 2023, we highlight the major features of Secure Act 2.0, give updates on 2023 retirement savings contribution limits and fill you in on what’s new with our team.

Watch the webinar

2022 year-end checklist

It is time for a year-end check-in! Please join us for an in-depth look at the topics that you should be reviewing as we approach the end of 2022. We will provide updates on 2023 retirement savings contributions limits, savings strategies, and things that you should be doing now to get ahead in 2023.

Watch the webinar