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April 2020

The Pursuit of Potential

April 13, 2020 @ 12:00 pm - 1:00 pm

The Pursuit of Potential- Webinar Invite 04132020

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May 2020

RFG Virtual Yoga with Kimberley Plancich

May 4, 2020 @ 12:00 pm - 1:00 pm

We thought it would be nice to provide a little something fun and different for our friends, family, and clients. We welcome you to join us for an hour on Monday, May 4th at Noon for a virtual intro to Yoga class for all ages. Feel free to include your kids if you have them at home, your friends, or your family. It should be a nice little wellness break in the middle of the day to bring some relaxation and calming focus.

A little bit about our virtual instructor Kim. She lives in Southern California with her husband Nick and two children, Cole and Shelby. Kim is a Yoga Teacher, Reiki Master / Teacher and Life Wellness Guide who works with adults and kids of all ages and in all settings: offices, schools, online, in-person. She adores helping people of all backgrounds bring more peace + calming into their lives with movement, breathwork, mindfulness, energy healing, tapping + more. Attached is a flyer about her other services and the link to her website: www.mamagawdess.com

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A Current Market Update and Outlook

May 21, 2020 @ 12:00 pm - 1:00 pm
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June 2020

Organizing Your Financial Junk Drawer

June 24, 2020 @ 12:00 pm - 1:00 pm

Money is finite. There are competing goals and interests for our financial resources. Over our lifetime we make financial decisions with different people, under different circumstances at different times and we all end up with a financial junk drawer.  This often leads to lost wealth and inefficient decisions.   Join us for an overview on how to think through spring cleaning your financial junk drawer.

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July 2020

Preparing for Retirement

July 1, 2020 @ 12:00 pm - 1:00 pm

Your net worth is not directly correlated to your ability to generate income during retirement. Are you planning to have the most wealth in retirement OR the ability to spend and enjoy the most wealth during retirement? Join us to learn more about retirement income planning.

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Financial Head Trash

July 8, 2020 @ 12:00 pm - 1:00 pm

Are your current mindsets, beliefs, habits, friends and peers holding you back? The average American household loses millions of dollars over their lifetime due to bad information and bad decisions. Much of the information we have used to create our current situation and circumstances is now outdated or was wrong to start with.  If this is true, and there is literally millions of your dollars at stake, when would you want to learn the truth?

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How to Pay for College with Someone Else’s Money

July 15, 2020 @ 12:00 pm - 1:00 pm

College planning can be daunting.
Learning how to maximize available resources and avoid common pitfalls can lessen the stress and pressure of the planning process.  Join us to receive accurate and unbiased information that can help your family make good decisions.

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November 2020

Now that the Election is OVER….What about Taxes?

November 18, 2020 @ 8:00 am - 9:00 am

Register By Clicking Here

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January 2021

Organizing Your Financial Junk Drawer 2021

January 13 @ 12:00 pm - 1:00 pm
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February 2021

A Residential Mortgage Update with Ross Foster from Root Mortgage

February 9 @ 8:00 am - 9:00 am

This class will be a conversation around refinancing, and when it makes sense.
We’ll dispel ‘rules of thumb’ many people have heard about refinancing.
We will also discuss how today’s rate environment provides opportunities to leverage equity as part of a broader financial strategy.

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