Prior to 2020, all of our events were hosted in person at restaurants, boutiques, and other fun venues. Today we are planning virtual events and hope to get back in person with you very soon. Event topics include Medicare, Social Security, Life Insurance, Estate Planning, Retirement Income, and so much more!
Please check back soon for upcoming events and sign up for our newsletter at the bottom of this page to automatically receive the next invitation.
We proudly host events just for women, too. By offering a gentle approach, straight forward answers, and organic conversation, our women’s events are the perfect place to gain perspective while in a comfortable environment.
At our Medicare Planning Ladies’ Luncheon we will cover the many topics surrounding healthcare in retirement including Medicare, Prescription Drug Costs, Supplemental Insurance, and estimating your costs so that you can plan accordingly.
We are excited to invite you to our 4th Annual Women & Wealth Event! This year we are focusing on women who are recently divorced, widowed, or simply want to take charge of their financial and family's future.
Growing and Protecting Your Wealth is a relaxed and interactive dinner event on September 6th, 2018 from 6:30-8:30pm hosted by the Scott Advisory Group.
Take a break from your post-holiday shopping and join us at the Burlington Mall Lord & Taylor on Saturday, January 20th from 1-3pm.
Women & Wealth is a fun, relaxed evening where you can mingle with other women who have the same financial goals and face similar challenges.
Financial Advisors, Jessica and Samantha Scott will be hosting a ladies’ night out to promote retirement education for the modern woman.