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FEATURED EVENT

Where AI Intelligence

Meets Human Wisdom

A one-day private retreat for business owners to strategically navigate business

growth, real estate investing, wealth preservation, tax efficiency, and legacy planning—using AI as a thinking partner and human advisors as guides.

Don’t miss our upcoming events

Upcoming Events

Offline Event

April 24, 2026 / 10:30 am

Where AI Intelligence Meets Human Wisdom

A one-day private retreat for business owners to strategically navigate business growth, real estate investing, wealth preservation, tax efficiency, and legacy planning – using AI as a thinking partner and human advisors as guides.

Highlights from our previous events and webinars

Past Events & Webinars

Subject Don’t Miss This Seminar: Maximize Your Social Security Benefits

We’d like to invite you to a virtual seminar on March 31, 2026, hosted by Farmers Financial Solutions. The session will cover “Beyond Annuities: Simplifying Social Security,” providing helpful insights on how Social Security works and strategies to help you make the most of your benefits.

Outsmart Disaster: Business Disaster Preparedness Workshop

Disruptions happen-power outages, supply chain delays, cyber incidents, wildfires, earthquakes and more. This interactive workshop helps small businesses prepare before and recover after an interruption, so you are not scrambling during a crisis.