Events

Crisis Conversations! - Have the talk before life makes you!

Have the Talk—Before Life Makes You. If you’re part of the Sandwich Generation, these are the conversations you can’t afford to avoid. Learn how to talk about aging parents, care, finances, and future plans with clarity, compassion, and confidence—before a crisis forces your hand.

Retirement Timelines: What You Need to Know Before You Miss It

Retirement comes with a LOT of age-based rules—and spoiler alert: they don’t all kick in at the same time. In this easy-to-follow seminar, we’ll walk through the retirement ages that matter most and what each one unlocks—from penalty-free withdrawals and catch‑up contributions to Social Security, Medicare, HSAs, and RMDs.

Social Security Simplified: Claiming Strategies Explained

Thinking about when to claim Social Security? The decision can affect your income for life—and your spouse’s benefits too. Social Security isn't one-size fits all!  This seminar can  help you understand your options and feel more confident before making an important decision.

Roth IRA Conversions Demystified: Will This Retirement Strategy Work For You

Demystify one of retirement planning’s most misunderstood strategies: the Roth conversion. In this interactive mini‑course, you’ll explore when a conversion makes sense, how timing matters, and the potential benefits. See if a conversion is right for you.

Estate Planning with Nicole Harvey (copy)

Join Estate Lawyer and Author, Nicole Harvey, as she discusses Estate Planning topics such as wills, trusts and more from her book, "I Hope You die Laughing"

Investing for Women - Planning Your Financial Future

Women face different financial retirement challenges. Kat Shipley, of Corebridge Financial, will discuss the opportunities and challenges women face. What goals and priorities women face as they get ready for retirement.

Shred Day

One of our most-anticipated member events is BACK! Join us for our Fall Shred Day on Thursday, September 25th from 9:00 – 12:00 at the South Reno Branch.

Estate Planning with Nicole Harvey

Join Estate Lawyer and Author, Nicole Harvey, as she discusses Estate Planning topics such as wills, trusts and more from her book, "I Hope You die Laughing"

Plan for a More Secure Future

retirement planning opportunities and challenges that may lie ahead action steps you can take today to help you get retirement ready

Money Myth Investing is Only for Men

Join us for an informative session that explores the basics of investing, clears up common misconceptions, and provides practical steps to begin your journey.

Estate Planning: Family Longevity Planning Conversations

Join us as we welcome speaker, Kat Shipley of Corebridge Financial to discuss important family planning conversations that adult children need to have with their aging parents.

Estate Planning Seminar

Join Estate Lawyer and Author, Nicole Harvey, as she discusses Estate Planning topics such as wills, trusts and more from her book, "I Hope You die Laughing" 

Tax Intelligent Strategies for Retirement

Tax smart retirement strategies.

Investing in an Election Year Webinar

Presidential elections are right around the corner. When it comes to investing, will this election season make a difference? In this webinar, we address the top questions about investing in an election year. 

Shred Day

Father's Day Drawing Client Appreciation Event

Enter to win a $100 gift card to Scheels from June 5th to June 15th. Winner will be selected on June 17th!

Estate Planning Seminar

Estate Planning with Steve and Melissa of Surrat Law.

Shred Day

Mother's Day Drawing Client Appreciation Event

Enter to win a $100 gift card to Spa Toscana, Peppermill! enter May 1 to May 11. Winner will be chosen May 13.

Know your IRA Options

We're living longer and our retirement can last longer too. An IRA can help you navigate those years. Find out how at this seminar.

Investing in an Election Year

This webinar will address top investment questions during an election year.

Free E-Book Investing in an Election Year

Elections can be divisive and investing may seem more tricky. Having a long-term focus can help position investors for the future, regardless of election ouotcomes. This guide addresses top investment questions during an election year.

Discussion - In the Room with Dr Jeremy Siegel

Discussion - IN THE ROOM with Dr. Jeremy Siegel

Estate Planning

An estate plan can help you feel more confident that your loved ones will be taken care of. But what do you need to know? Find out in this seminar.

Medicare Explained

Learn how medicare works and different medicare options.

Smart Planning for Long Term Care

What is long-term care (LTC)? Costs and paying for care Options for LTC

Estate Planning

Medicare Explained

Financial, Physical and Mental Wellness

Estate Planning

Estate Planning Event sponsored in whole by  DUNHAM TRUST COMPANY  with Steve Lindquist Great Basin Financial Services  What is a trust and how will it benefit you. Question and answer to follow.

Managing Health Care Costs in Retirement

How does healthcare change in retirement? What are your options and what strategies are available?

Cryptocurrency Webinar

2022 Outlook

2022 Market Outlook

Financial Literacy - Saving

Financial Literacy - Credit

How to make credit work for you.

Financial Literacy - Budgeting

Financial Literacy - Financial EQ

What is Financial EQ?  How does your money mindset affect your current money story?

Preparing for Home Ownership

Financial Literacy