Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
August 11, 2026
4:00p - 5:00p
Zoom Webinar
Back By Popular Demand: Advanced College Savings Concepts
Learn how to make the most of your college savings. This free Zoom webinar will cover advanced strategies for using 529 plans, key updates to education funding laws, and how families can incorporate tax-efficient planning into their broader financial goals. Ideal for parents, grandparents, and beneficiaries alike.
Brian Parker is not affiliated with Cetera Wealth Services, LLC.
This workshop is purely educational. No products or services will be offered for sale and there is no obligation.
Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer's official statement and should be read carefully before investing.
Investors should also consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investment in any state's 529 Plan.
June 9, 2026
4:00p - 4:45p
Zoom Webinar
Protecting What You've Built: A Live Demo with Carefull
A live demo followed by question and answer session with our partners at Carefull, exploring how technology can help protect you and your loved ones from financial fraud and exploitation.
Rachel Hodge Horowitz is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by this individual is no way related to Cetera Wealth Services, LLC or its registered representatives. This workshop is purely educational. No products or services will be offered for sale and there is no obligation.
November 18, 2025
4:00p - 5:00p
Zoom Webinar
After the Big Beautiful Bill
Tax law is changing again—are you ready? Join Himelick Financial Group and Nationwide’s Steve Hamilton for a timely look at how the One Big Beautiful Bill Act could impact your financial plan.
August 5, 2025
4:00p - 5:00p
Zoom Webinar
Advanced College Savings Concepts
Learn how to make the most of your college savings. This free Zoom webinar will cover advanced strategies for using 529 plans, key updates to education funding laws, and how families can incorporate tax-efficient planning into their broader financial goals. Ideal for parents, grandparents, and beneficiaries alike.
May 20, 2025
4:15p - 5:15p
Zoom Webinar
Understanding Social Security Decisions: Optimizing your Benefits
Please join us for our upcoming educational event focused on understanding Social Security. This session will cover essential topics to help you navigate your benefits effectively. We will discuss: - The history and evolution of Social Security - The current status of the Social Security system - How to maximize your Social Security benefits - Strategies for coordinating benefits with a spouse - Considerations for working in retirement - Tips for developing a retirement income tax strategy - Important updates for 2025 that may impact your benefits Feel free to invite your friends and loved ones to join in this informative discussion. RSVP today to secure your spot!