Upcoming & previous events

Join us for conversations that make financial planning approachable, practical and personal

EVENTS

Learn, connect and plan with confidence

Our events are your chance to learn, ask questions and gain insights directly from Brian and Lisa. Each session is designed to leave you better prepared and more confident about your financial future. Spots fill quickly, so reserve yours today.

Events

Planning for growth as a business owner

Event date and time from May 25, 2026 04:09 PM Eastern Daylight Time to Feb 25, 2027 07:00 PM Eastern Standard TimeMay 25, 2026 04:09 PM Eastern Daylight Time - Feb 25, 2027 07:00 PM Eastern Standard Time

Safeguard your business, prepare with confidence and turn today’s hard work into tomorrow’s lasting rewards. This session gives you practical strategies to protect your practice, navigate change and create a future that works for you, your family and your team.

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Tax planning strategies for business owners

Event date and time from May 26, 2026 04:14 PM Eastern Daylight Time to May 27, 2026 12:00 AM Eastern Daylight TimeMay 26, 2026 04:14 PM Eastern Daylight Time - May 27, 2026 12:00 AM Eastern Daylight Time

Event location

Smart tax planning can make all the difference in keeping more of what you’ve worked hard to build. Running a business comes with plenty of moving parts – and taxes are one of the most complex. In this session, Brian and Lisa shared practical strategies to help business owners minimize tax burdens, prepare for year-end and make informed decisions that protect both your business and your personal wealth.

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