Events

New Technology, New Scams: How to Protect Yourself in Today’s World Featuring Brian Watson, Former Special Agent, IRS Criminal Investigation

Your Assets, Your Wishes: Estate Planning When Family Isn’t an Option

Your Assets, Your Wishes: Estate Planning When Family Isn’t an Option Presented by Estate Attorney Jill Hudson Estate planning can feel especially complex when traditional family structures or heirs are not part of the picture. This session is designed to provide clarity, options, and education for individuals who want to ensure their assets are handled according to their wishes.

Senior Services You May Not Have Been Aware Of

Procrastination To Progress

Are you wondering if it’s too late to start saving — or saving enough — for retirement? You’re not alone. Many successful people find themselves asking the same question.  Join us for an inspiring Zoom discussion designed to help you move from procrastination to progress when it comes to your financial future. Presented by: Crystal Blackwell, Trainer and Executive Coach Sally Putnam, CFP®, Certified Financial Planner™ Together, Crystal and Sally will explore: Why we procrastinate when it comes to money decisions How to overcome the mental blocks that hold us back Practical steps to make meaningful progress — no matter where you’re starting from Let’s make this the moment you take charge of your next chapter — with confidence and clarity.

New Year, New You — What’s New for 2026

As we welcome a new year, it’s the perfect time to focus on you — your goals, your finances, and your future.  Please join Need 2 Know for an engaging Zoom discussion: “New Year, New You — What’s New for 2026” featuring a panel of accomplished professional women: Jill Hudson Attorney – sharing insights on legal updates that may impact your planning Katherin Gudgel, Tax Professional – highlighting key 2026 tax changes and strategies Sally Putnam CFP® – exploring new opportunities to strengthen your financial plan Together, we’ll discuss how the evolving financial landscape may affect your wealth, taxes, and long-term goals — and how to position yourself for success in the year ahead.

December Need 2 Know

November Need 2 Know

The Financial Balancing Act

Tax Savings Strategies and IRA Changes