Workshops

Two Big Risks in Retirement—One Smart Plan: Taxes & Long-Term Care Retirement planning goes beyond saving. It is about protecting your income and independence! This workshop will explore two major risks retirees face - rising taxes and long-term care costs - and how a coordinated strategy can help you manage both. Led by Gabrielle Starr, […]

What separates those who thrive from those who merely get by? In this inspiring and actionable keynote, Chris Vasami shows that greatness is not about talent or luck but about embracing a fearless edge rooted in resilience, mindset, and purpose. Drawing on his experiences as a professional baseball player, cancer fighter, and a high-performance coach, […]

Buying a home can feel overwhelming but, with the right guidance, it doesn’t have to be! Join us for a Homebuyer Workshop, generously sponsored by CrossCountry Mortgage, where Charlotte-based real estate experts will walk us through the homebuying process and provide practical tools to make confident decisions. And, as a thank you for spending part […]

Some of the most important conversations in our lives are also the ones we avoid.  Maybe you’ve held back from saying what you really mean because you didn’t want to create tension. Maybe you’ve stayed quiet, worried that honesty might come across the wrong way. Or maybe you’ve tried to speak up, but it didn’t […]

Gain clarity on your personal and professional journey. Take time to reflect, refocus, and plan ahead in this engaging workshop facilitated by Fernanda Brasileiro. Through guided reflection and visioning exercises, you’ll explore where you’ve been, where you are now, and where you want to go next! Through a long-term planning exercise, you will envision your […]