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Join us at our next event.

We are here to help educate you and add value to your financial journey through in-person and virtual events. Subscribe to our newsletter to stay updated about our upcoming events!

July

10

InfiniTALKS: Estate Tax Changes in 2025

12 PM | Virtual

On July 10th at 12 PM, Senior Partner Tim Disette will lead a discussion on estate tax changes you can expect to see in 2025. Joining this discussion are two of our in-house experts, Financial Advisor and Estate Planning Attorney Jim Stanziola and CPA Meghan Gatoff.

Aug

21

InfiniTALKS: Retirement Planning

12 PM | Virtual

Details Coming Soon

Sept

18

InfiniTALKS: Medicare

12 PM | Virtual

Details Coming Soon

Oct

15

InfiniTALKS: 2024 Elections Update

12 PM | Virtual

Details Coming Soon

Nov

14

InfiniTALKS: Year-End Planning

12 PM | Virtual

Details Coming Soon

Dec

21

December Movie Event

TBD

Details Coming Soon

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