Upcoming Events


Sign up now for our FREE financial boot camps. You won’t break a sweat like those gym boot camps, but you will become financially stronger and learn how to flex your money muscles!

All events are online and begin at 12 noon.

Year End Tax Planning For Individuals

Wednesday, November 18 from 12 noon – 1 pm

Richard Schwartz, CPA

Richard Schwartz, CPA

Presented by Rick Schwartz, CPA

Are you ready to say goodbye to 2020? With a little tax planning, you can ensure you leave 2020 on the best financial note possible. Join Rick Schwartz, CPA, as he highlights important steps you can take before December 31st to lower your tax liabilities.  Rick will also cover actions to take for 2021 to start off the new year on the best path possible.



Year End Tax Planning For Practice Owners 

Andrew Schwartz, CPA

Andrew Schwartz, CPA

Wednesday, December 16 from 12 noon – 1 pm

Presented by Andrew Schwartz, CPA

2020 has been one of the most challenging years for practice owners. Join Andrew Schwartz, CPA, as he discusses actions to take before December 31st to lower your tax liabilities and get your practice’s financial house in order for year end.  Andrew will also cover steps you can take as a practice owner now to ensure 2021 is successful.



Investment Vision for 2021 

Wednesday, January 13, 2021 from 12 noon – 1 pm

Alex OliverPresented by Alex Oliver, CFP, CRPS, Investment Advisor, First National Corporation

What does the climate look like for investing in 2021? After 2020’s rollercoaster, we all can use some advice on how to plan and navigate 2021. Join Alex Oliver, Wealth Manager at First National Corporation, as he discusses the outlook for investing in 2021. Alex will offer sound planning strategies for you to pursue so you can be confident.