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July 2020

Wine, Women and Wealth – Virtual Happy Hour

July 23, 2020 @ 4:00 pm - 5:00 pm
Free

Social distancing is hard, especially when our business thrives on networking and meeting others. Grab a glass of wine and join us for this LIVE virtual networking session to meet other amazing women! Registration is required.

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August 2020

Women’s Virtual Happy Hour

August 20, 2020 @ 4:00 pm - 5:00 pm
Free

Social distancing is hard, especially when our business thrives on networking and meeting others. Grab a glass of wine and join us for this LIVE virtual networking session to meet other amazing women! Registration is required.

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Divorce Workshop – Virtual

August 26, 2020 @ 12:00 pm - 1:00 pm
Free

Are you considering divorce, or in the midst of a divorce? As you contemplate your next steps and possibly plan your next chapter, it is important to have the tools needed to evaluate the impact divorce can have on your personal and financial life.   This workshop will be run by Wealth Advisor, Nicole N. Middendorf, CDFA and Attorney, Samantha J. Graf and will touch on the legal, emotional and financial aspects of divorce. We will cover topics including how…

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September 2020

ProsperWine and Women

September 17, 2020 @ 4:00 pm - 5:00 pm
Free

Social distancing is hard, especially when our business thrives on networking and meeting others. Grab a glass of wine and join us for this LIVE virtual networking session to meet other amazing women! Registration is required.

Find out more »

October 2020

Social Security Webinar

October 9, 2020 @ 12:00 pm - 1:00 pm
Free

When it comes to Social Security benefits, things can get confusing. Join us for this webinar hosted by Waldean Wall of Allianz as he discusses the seven keys to enhancing your benefits. He will discuss benefit basics, income benefits, when to start benefits, working in retirement, tax implications, spousal and survive benefits and Medicare basics. *Raymond James is not affiliated with Waldean Wall

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ProsperWine and Women

October 22, 2020 @ 4:00 pm - 5:00 pm
Free

Social distancing is hard, especially when our business thrives on networking and meeting others. Grab a glass of wine and join us for this LIVE virtual networking session to meet other amazing women! Registration is required.

Find out more »

November 2020

Divorce Workshop – Virtual

November 18, 2020 @ 12:00 pm - 1:00 pm
Free

Are you considering divorce, or in the midst of a divorce? As you contemplate your next steps and possibly plan your next chapter, it is important to have the tools needed to evaluate the impact divorce can have on your personal and financial life. This workshop will be run by Wealth Advisor, Nicole N. Middendorf, CDFA and Attorney, Samantha J. Graf and will touch on the legal, emotional and financial aspects of divorce. We will cover topics including how to…

Find out more »

December 2020

Estate Planning Workshop – Virtual

December 10, 2020 @ 12:00 pm - 1:00 pm
Free

Join us for this virtual estate planning workshop where Matthew M. Jensen, Estate Planning Attorney, will outline and discuss 10 common estate planning misconceptions, and how these misconceptions can impact you personally. *Raymond James is not affiliated with Matthew M. Jensen

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January 2021

ProsperWine and Women

January 14 @ 4:00 pm - 5:00 pm
Free

Social distancing is hard, especially when our business thrives on networking and meeting others. Grab a glass of wine and join us for this LIVE virtual networking session to meet other amazing women! Registration is required.

Find out more »

February 2021

Couples and Money Webinar

February 18 @ 5:00 pm - 6:00 pm
Free

Are you and your partner on the same page when it comes to money? Join us for this interactive workshop designed for you and your significant other as we dive into the difference in money personalities, teach you how to start the conversation as well as leave you with action steps to start implementing today.

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