Wealth-Wise Workshops: A Hands-On Symposium for Financial Literacy
About this Event
Howe & Rusling is hosting a relaxed, interactive evening where you can wander between tables staffed by our team of professionals: wealth managers, CFPs, client service managers, investment professionals, and our tax expert.
We’ll provide charcuterie, beverages, and light refreshments to keep the atmosphere low-pressure and social as you move around, learn, and ask questions. There is no pressure to stay for 3 hours—think of it as a window to come and go!
You’ll find tables covering essential topics and plenty of open tables with chairs where you can sit down and workshop real items if you'd like, or just quietly learn and absorb new information. There’s no pressure to complete tasks on the spot, but we're here to help you if so.
Bring your laptop and/or other devices to make the most of the evening if you’d like--we'll guide you through practical, hands-on applications of the ideas we share so you can leave with actions completed, plans started, or simply clearer next steps.
The goal is for you to walk away with new knowledge and actionable steps to simplify your financial to-do list and we hope to make you feel more empowered in the process.
Workshop content is intended for general educational purposes. Individual circumstances vary, and certain topics may require individualized financial, investment, tax, or legal advice. Attendees should consult with the appropriate professional regarding their specific circumstances.
Agenda
Protecting Your Identity
Host: Emily Lambert, IACCP®, VP, Chief Compliance Officer
Info: Learn practical, critical steps to help prevent identity theft and financial fraud.
Online Dashboards of Schwab and Fidelity
Host: Jordan Eich, CFP®, Wealth Manager
Info: Not sure where to find what you need in your Schwab or Fidelity account? We’ll help you get comfortable navigating your online portal so you can quickly access balances, statements, and other important resources.
Letter of Last Instruction
Host: Sarah Swan, CFP®, VP, Wealth Manager
Info: It may be the greatest gift you leave your loved ones—providing your executor and heirs with a clear guide to your financial life when they need it most. We’ll give you hands-on help understanding the importance of this document and tackling it once and for all.
Life & Legacy Essentials
Host: Elizabeth Hutton, CFP®, VP, Financial Planner
Info: Help with accessing Social Security benefits information, setting up or updating 529 plans, and establishing digital legacy contacts.
Q&A with our Financial Planning Team: Understanding our Process
Host: Mary Grace Graniero, CPA, CFP®, Financial Planner
Info: Chat with one of our planners to learn how our process works from start to finish, what it includes, and how it can be tailored to help you achieve your personal financial goals.
Investment Process & Outlook
Host: Brian Lester, CFA, Chief Investment Officer
Info: Curious about our investment approach or the current economic outlook? Hear directly from our Chief Investment Officer and other investment professionals.
Navigating the Howe & Rusling Portal
Host: Benjamin Tantalo, Operations Associate
Info: Not confident navigating your online account portal at H&R? We’ll demo how to log in, set up multi-factor authentication, and how to check balances, statements, or upload documents securely for our team to review.
Updating Trusted Contacts and Beneficiaries +Shredding & Notary Stations
Host: Katie Calabria, CTFA, Senior Client Service Manager
Info: Want to review or update beneficiaries/trusted contacts on your accounts? A client service manager can guide you through the process. PLUS Secure Document Shredding: Have old documents you'd like to discard safely? We'll have a secure shredding station on-site. AND Notary Station: Need something notarized? Bring it in with your ID and we will get it done!
How Is My Retirement Income Taxed?
Host: Liam Mears, President, Howe & Rusling Tax Advisors
Info: Have a tax question or want to understand how different sources of retirement income (Social Security, withdrawals from IRAs/401(k)s, pensions, and investment distributions) are taxed and what strategies may reduce tax in retirement?
Howe & Rusling Tax Advisors, LLC is a separate affiliated entity of Howe & Rusling, Inc. Tax services are provided through Howe & Rusling Tax Advisors, LLC.
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
