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Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

March 28, 2024

12:00p - 7:30p

On Line Webinar

Medicare & Social Security

Gain a wealth of information on two topics that are crucial for all retirees to understand. In addition to learning strategies that can help maximize your Social Security benefits, you’ll also learn how to manage your healthcare costs in retirement - gaining insight into Medicare, the Affordable Care Act, and long-term care expenses.

February 1, 2024

10:00a - 5:00p

On Line Webinar

Webinar - Intro to Long Term Care Insurance

Please join us for a virtual seminar on the Topic of Long-Term Care. As we continue to live longer and health care expenses continue to rise, having a Long-Term Care event is one of the biggest roadblocks in retirement. A Long-Term Care event happens not only to an individual, but also to their entire family. Having a Long-Term Care strategy in place earlier will allow you and your family to be better prepared for the tough financial and emotional decisions they will have to make.

October 24, 2023

10:00a - 8:30p

On line Webinar

August 31, 2022

6:00p - 8:00p

Online Presentation

August 24, 2022

11:00a - 12:00p

Online Event

Leaving a Legacy? Tax Efficient Asset Transfer

In this webinar, we will discuss the factors involved with transferring assets in a tax-efficient manner so that you can make an informed decision that meets the needs of your loved ones.

July 28, 2022

11:00a - 12:30p

Online Event

Securing Your Retirement: Transforming Social Security into a Winning Retirement Strategy

Social Security is a core component of retirement planning. However, it can also be one of the most confusing topics given the constantly changing rules and unique dependencies of the program, particularly for married couples. Join BlackRock to learn more about Social Security to educate yourself about the core benefits available to you through the program and the trade-offs of different strategies for collecting at different ages.

July 21, 2021

2:00p - 3:00p

Online Event

Leaving A Legacy? Tax-Efficient Asset Transfer

Join us Wednesday, July 21st at 2:00 PM ET as we discuss ways to help you understand some of the factors involved with transferring assets in a tax-efficient manner so that you can make an informed decision; one that best meets your needs and assures the greatest benefit for your loved ones.

June 17, 2021

4:00p - 5:00p

Online Event

Will Tax Hikes Kill the Bull Market?

Join us Thursday, June 17th at 4:00 PM ET as we discuss the proposed tax increases designed to generate revenue and to reduce the income gap between the nation’s higher and lower earners. We will look at historical comparisons over the decades to see how, if at all, tax regimes have impacted our economy, and see how markets generally perform in years when tax rates have increased.

April 22, 2021

6:30p - 7:30p

Online Event

Social Security: Seven Keys to Enhancing Your Benefits Webinar

Social Security continues to play a critical role in a retirement strategy. Is yours taking full advantage of what Social Security offers? Together, let’s think about your retirement. We will look at understanding the basics of Social Security, including when to start taking benefits as well as taking a deeper dive into working in retirement.

March 23, 2021

6:00p - 7:00p

Online Event

Beyond Planning for Your Retirement: Creating the Life You Want

Join us Wednesday, March 23rd at 6:00 PM ET as we discuss how people adapt to life changes, like retirement, and learn how with the right kind of planning, you can quickly embrace The New Beginning—where a fulfilling retirement begins.

February 25, 2021

10:00a - 11:00a

Register Here:

Leaving A Legacy

Even if you don’t consider yourself wealthy, you’ve likely worked hard to save the money you want to leave for your loved ones after you’re gone.

January 27, 2021

12:00p - 1:15p


2021 LPL Market Outlook

Join Wealth Management at HVCU as they host a webinar discussion on the 2021 LPL Market Outlook presented by Ryan Detrick, Senior Vice President and Chief Market Strategist of LPL Financial LLC.

November 18, 2020

6:00p - 7:00p

WebEx Registration Link:

September 30, 2020

6:00p - 7:00p

WebEx Registration Link:

Event Registration