One-on-One with a Financial Advisor

⏰Dates (2)

📍Location

One-on-One with a Financial Advisor

When
Thursday, Nov 19, 2026 · 11:00 AM – 1:00 PM+1 more date
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About this event

Speak with a financial advisor about Investments, Retirement, & Estate Planning. This includes 401(k), IRA, estate planning, planning for major purchases like buying home, college savings, risk management, and more.

In-person appointments are held in Library's Conference Room (2nd floor)

Online appointments meet via Zoom. Link is included in confirmation email.

📊Event Scores

Scale of productionModest: a bar, library or community-room program
Social loadModerate: some mixing, a group activity, a guided session

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