Join us at our next event.

AI is Here — Are You Ready? Artificial intelligence is transforming the way we work, live, and invest. Join Linda Duessel, Senior Equity Strategist & Senior Vice President with Federated Hermes for a deep dive into AI’s rapid rise, real-world applications, and what it means for the future of jobs, productivity, and innovation.

Whether you’re just starting your career, paying down debt, or thinking about your first big investment, your 20s and 30s are all about laying the groundwork for long-term financial wellness. Join Infinitas Financial Advisors Sam DiSette, Susan Geiersbach, and Jack Evans as they share guidance, answer questions, and provide practical insight to help you feel more confident in your financial decisions today—and for the future.

In your 40s and 50s, your financial picture often includes bigger goals and more responsibilities. Whether you're saving for college, managing a mortgage, or thinking ahead to retirement, it’s a good time to check in on your plan. Join Infinitas Financial Advisors Brian Francis, Adam Hutsell and Michelle Poston, as they talk through everyday strategies and things to consider during this busy stage of life.

Your 60s and 70s often bring changes in your lifestyle and finances. It’s a time to focus on how your money will support you in retirement and beyond. Join Infinitas Financial Advisors Tim DiSette, Ray Evans and Jim Stanziola as they walk through helpful ways to stay on track, make informed decisions, and plan for what’s ahead.

You’re invited to an Open House at Infinitas as we unveil our newly renovated office. Drop in anytime between 4:00 and 7:00 PM on Thursday, September 18th to explore the space, enjoy light bites and drinks, and connect with our team. We look forward to celebrating with you.