Our Events

Our Educational Events

Hosted by Beneficial Wealth, the series of events through our seminars and workshops is offered complimentary to our community. Stay informed about today’s economic climate and learn more about retirement options by joining us at one of our financial seminars. Call today or click on a date below to get started reserving your seat for one of our upcoming events.

Live Events

Events in November–December 2026

  • November 10, 2026

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    November 10, 2026

    Focused on tax-smart investing strategies, with tax-loss harvesting as the centerpiece.

    What You'll Learn:

    • Year-end strategies to consider now, such as retirement contributions and charitable giving
    • Learn what tax-loss harvesting is, how it works, and when it may make sense
    • Key rules and pitfalls, including wash sales

  • December 1, 2026

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    December 1, 2026

    Certain birthdays after 50 can change your retirement options and deadlines. Learn what to know and when.

    • Ages 50 to 59½: catch-up contributions and penalty-free access
    • Ages 60 to 67: Social Security and Medicare timing
    • Age 73 and beyond: required minimum distributions

     

    REGISTER HERE

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