Events
EVENTS
Exploring Options and Benefits in Transition
John Stokes, Founder and CEO, is a nationally recognized educator and speaker specializing in financial planning and programs for transitioning executives. He launched Transition and Thrive™ workshops to help give individuals insight and strategies for enhancing their financial life during a transition. Our wealth management team will guide you through your decisions regarding retirement accounts, health insurance/COBRA alternatives, income analysis and retirement planning strategies. We navigate the comprehensive federal and state government programs available to you. Turn uncertainty into possibility by learning how to maximize opportunities, make sound decisions, and set new goals for success.
June 18, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
June 19, 2019
2:00p - 4:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
June 20, 2019
10:00a - 11:30a
Financial Considerations in Your Search
Learn how to maximize financial opportunities, make sound decisions, and set new goals. Build your financial foundation while you decide your next step in life, whether it be looking for work, going back to school, or planning for retirement. Discover new insight on filing for Unemployment Insurance, state training benefits, health insurance, and financial planning options.
June 24, 2019
1:00p - 3:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
June 25, 2019
1:00p - 3:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
June 26, 2019
1:30p - 3:30p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
June 26, 2019
1:30p - 3:30p
Maximizing Unemployment Benefits
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
July 3, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
July 8, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
July 10, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
July 11, 2019
1:00p - 3:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
July 11, 2019
1:30p - 3:30p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
July 15, 2019
1:30p - 3:30p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
July 16, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
July 17, 2019
2:00p - 4:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
July 22, 2019
10:00a - 12:00p
Planning For Your Future
Explore your options in retirement. Understanding your retirement goals and how to achieve them through management of investment options and tax planning considerations.
July 24, 2019
1:30p - 3:30p
Maximizing Unemployment Benefits
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
July 29, 2019
1:00p - 3:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
July 30, 2019
1:00p - 3:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
July 31, 2019
1:30p - 3:30p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
August 5, 2019
10:00a - 12:00p
Planning For Your Future
Explore your options in retirement. Understanding your retirement goals and how to achieve them through management of investment options and tax planning considerations.
August 7, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
August 8, 2019
1:00p - 3:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
August 8, 2019
1:30p - 3:30p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
August 12, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
August 14, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
August 19, 2019
1:30p - 3:30p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
August 20, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
August 21, 2019
2:00p - 4:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
August 23, 2019
8:30a - 10:00a
Relationship Building in Transition
A networking event for executive professionals. Discussion includes financial decisions during an employment transition.
August 26, 2019
1:00p - 3:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
August 27, 2019
1:00p - 3:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
August 28, 2019
1:30p - 3:30p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
August 28, 2019
1:30p - 3:30p
Maximizing Unemployment Benefits
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
September 4, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
September 9, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
September 11, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
September 12, 2019
1:00p - 3:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
September 12, 2019
1:30p - 3:30p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
September 16, 2019
1:30p - 3:30p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
September 17, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
September 18, 2019
2:00p - 4:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
September 23, 2019
10:00a - 12:00p
Planning For Your Future
Explore your options in retirement. Understanding your retirement goals and how to achieve them through management of investment options and tax planning considerations.
September 24, 2019
1:00p - 3:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
September 25, 2019
1:30p - 3:30p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
September 25, 2019
1:30p - 3:30p
Maximizing Unemployment Benefits
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
September 30, 2019
1:00p - 3:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
October 2, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
October 7, 2019
10:00a - 12:00p
Planning For Your Future
Explore your options in retirement. Understanding your retirement goals and how to achieve them through management of investment options and tax planning considerations.
October 10, 2019
10:00a - 11:30a
Financial Considerations in Your Search
Learn how to maximize financial opportunities, make sound decisions, and set new goals. Build your financial foundation while you decide your next step in life, whether it be looking for work, going back to school, or planning for retirement. Discover new insight on filing for Unemployment Insurance, state training benefits, health insurance, and financial planning options.
October 10, 2019
1:00p - 3:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
October 10, 2019
1:30p - 3:30p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
October 14, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
October 15, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
October 16, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
October 16, 2019
2:00p - 4:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
October 21, 2019
1:30p - 3:30p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
October 22, 2019
1:00p - 3:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
October 23, 2019
1:30p - 3:30p
Maximizing Unemployment Benefits
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
October 28, 2019
1:00p - 3:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
October 30, 2019
1:30p - 3:30p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
November 4, 2019
10:00a - 12:00p
Planning For Your Future
Explore your options in retirement. Understanding your retirement goals and how to achieve them through management of investment options and tax planning considerations.
November 6, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
November 11, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
November 13, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
November 13, 2019
2:00p - 4:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
November 14, 2019
1:00p - 3:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
November 14, 2019
1:30p - 3:30p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
November 18, 2019
1:30p - 3:30p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
November 19, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
November 19, 2019
1:00p - 3:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
November 20, 2019
1:30p - 3:30p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
November 25, 2019
1:00p - 3:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
November 26, 2019
1:30p - 3:30p
Maximizing Unemployment Benefits
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
December 2, 2019
10:00a - 12:00p
Planning For Your Future
Explore your options in retirement. Understanding your retirement goals and how to achieve them through management of investment options and tax planning considerations.
December 4, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
December 5, 2019
10:00a - 11:30a
Financial Considerations in Your Search
Learn how to maximize financial opportunities, make sound decisions, and set new goals. Build your financial foundation while you decide your next step in life, whether it be looking for work, going back to school, or planning for retirement. Discover new insight on filing for Unemployment Insurance, state training benefits, health insurance, and financial planning options.
December 9, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
December 11, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
December 11, 2019
2:00p - 4:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
December 12, 2019
1:00p - 3:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
December 12, 2019
1:30p - 3:30p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
December 16, 2019
1:00p - 3:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
December 16, 2019
1:30p - 3:30p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
December 17, 2019
10:00a - 12:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
December 17, 2019
1:00p - 3:00p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
December 17, 2019
1:30p - 3:30p
Maximizing Unemployment Benefits
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.
December 18, 2019
1:30p - 3:30p
Unemployment & Financial Planning
Focusing on financial preparedness during an employment transition through maximization of state and federal benefits: unemployment insurance, retirement plan options, and career training.