Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please register or give us a call at (877) 566-0517.
Upcoming Events
May 27, 2026
12:00p - 1:00p
Microsoft Teams
May Webinar | Personal Financial Planning for Business Owners
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. OneAZ Credit Union (OneAZCU) and OneAZ Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using OneAZ Wealth Management, and may also be employees of OneAZ CU. These products and services being offered through LPL or its affiliates, which are separate entities from, and not affiliates of OneAZ CU or OneAZ Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
Past Events
April 29, 2026
11:30a - 1:30p
Prescott College
2026 Prescott Economic Outlook Luncheon
Join us for our 5th Annual Economic Outlook Lunch & Learn at Prescott College. This thought-provoking luncheon will take a deep look at the economic outlook for 2026, examining both global and national trends while offering valuable insights for business leaders and the broader community.
Christian Galipeau, Franklin Templeton, Prescott Chamber of Commerce and Prescott College are not affiliated with or endorsed by LPL Financial and OneAZ Wealth Management. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. OneAZ Credit Union (OneAZ CU) and OneAZ Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using OneAZ Wealth Management, and may also be employees of OneAZ CU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, OneAZ CU nor OneAZ Wealth Management. Securities and insurance offered through LPL or its affiliates are:
NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY | NOT CREDIT UNION GUARANTEED | NOT CREDIT UNION DEPOSITS OR OBLIGATIONS | MAY LOSE VALUE
May 29, 2025
5:00p - 6:00p
Microsoft Teams Webinar
Guide To Financial Planning: Strategies For Your 30s, 40s, & 50s - 5:00pm Webinar
Whether you are establishing a career, growing your family, or accumulating assets, your 30s, 40s, and 50s are pivotal years when preparing for retirement. Discover essential money management strategies for your life stage to help build a strong financial future for you and your loved ones.
May 29, 2025
12:00p - 1:00p
Microsoft Teams Webinar
Guide To Financial Planning: Strategies For Your 30s, 40s, & 50s - 12:00pm Webinar
Whether you are establishing a career, growing your family, or accumulating assets, your 30s, 40s, and 50s are pivotal years when preparing for retirement. Discover essential money management strategies for your life stage to help build a strong financial future for you and your loved ones.
January 23, 2025
5:00p - 6:00p
Microsoft Teams Webinar
Women and Wealth: Take Control of Your Financial Future - 5:00pm Webinar
Whether you’re a woman raising a family, building a career, or simply looking for ways to feel more in control of your finances, understanding your money is essential in meaningful financial planning.
January 23, 2025
12:00p - 1:00p
Microsoft Teams Webinar
Women and Wealth: Take Control of Your Financial Future - 12:00pm Webinar
Whether you’re a woman raising a family, building a career, or simply looking for ways to feel more in control of your finances, understanding your money is essential in meaningful financial planning.
November 18, 2024
5:00p - 6:00p
Microsoft Teams Webinar
Medicare 101: Planning Healthcare Costs In Retirement- 5:00pm Session
Enrolling in Medicare is an important milestone as you approach retirement. What exactly does Medicare cover? How much is enough to save? In this webinar, we’ll breakdown the Medicare basics, explore your plan options, and consider avenues to fund future healthcare costs.
November 18, 2024
12:00p - 1:00p
Microsoft Teams Webinar
Medicare 101: Planning Healthcare Costs In Retirement- 12:00pm Session
Enrolling in Medicare is an important milestone as you approach retirement. What exactly does Medicare cover? How much is enough to save? In this webinar, we’ll breakdown the Medicare basics, explore your plan options, and consider avenues to fund future healthcare costs.
October 8, 2024
5:00p - 6:00p
Zoom Webinar
Life Insurance & Long-Term Care - 5:00pm Webinar
Life insurance has the potential to offer protection at a crucial time for individuals, their legacy, and their loved ones for years to come. In this webinar, we will identify the fundamentals of life insurance, the types of coverage available, and 8 strategies to help pay for your long-term care needs.
October 8, 2024
12:00p - 1:00p
Zoom Webinar
Life Insurance & Long-Term Care - 12:00pm Webinar
Life insurance has the potential to offer protection at a crucial time for individuals, their legacy, and their loved ones for years to come. In this webinar, we will identify the fundamentals of life insurance, the types of coverage available, and 8 strategies to help pay for your long-term care needs.
August 15, 2024
12:30p - 1:00p
Zoom Webinar
Leveraging Secure Act 2.0 To Grow Your Business - 12:30pm Webinar
The Secure Act 2.0 contains over 90 important retirement provisions and incentives to benefit both you and your employees. In this webinar, we'll discuss 7 significant changes to know as you grow your business.
August 15, 2024
9:00a - 9:30a
Zoom Webinar
Leveraging Secure Act 2.0 To Grow Your Business - 9:00am Webinar
The Secure Act 2.0 contains over 90 important retirement provisions and incentives to benefit both you and your employees. In this webinar, we'll discuss 7 significant changes to know as you grow your business.
May 15, 2024
5:00p - 6:00p
Zoom Webinar
Understanding Your Rollover Options And Retirement Income Strategies - 5:00pm Webinar
Changing jobs is a common experience for most U.S. workers. What is the right thing to do with your retirement savings plan from a previous employer? What are your options, and how can your decision impact your long-term retirement savings?
May 15, 2024
12:00p - 1:00p
Zoom Webinar
Understanding Your Rollover Options and Retirement Income Strategies - 12:00pm Webinar
Changing jobs is a common experience for most U.S. workers. What is the right thing to do with your retirement savings plan from a previous employer? What are your options, and how can your decision impact your long-term retirement savings?
March 19, 2024
5:00p - 6:00p
Zoom Webinar
7 Risks To Retirement Income: Strategies for Everyday Investors - 5:00pm Webinar
As pre-retirees transition into full retirement, many don’t realize they will face new financial circumstances and become vulnerable to risks uniquely felt by retirees. Identify the 7 major risks to your retirement income as you prepare your investment strategy for the road ahead.
March 19, 2024
12:00p - 1:00p
Zoom Webinar
7 Risks To Retirement Income: Strategies for Everyday Investors - 12:00pm Webinar
As pre-retirees transition into full retirement, many don’t realize they will face new financial circumstances and become vulnerable to risks uniquely felt by retirees. Identify the 7 major risks to your retirement income as you prepare your investment strategy for the road ahead.
February 7, 2024
5:00p - 6:00p
Zoom Webinar
2024 Market Outlook and Investing In An Election Year - 5:00pm Webinar
With presidential primary season underway, what’s in store for the U.S. markets and economy in 2024? Understand geopolitical and economic challenges, inflation expectations, and market factors that are likely to shape the 2024 U.S. election. Discover investment opportunities and what to consider when positioning your portfolio for 2024.
February 7, 2024
12:00p - 1:00p
Zoom Webinar
2024 Market Outlook and Investing In An Election Year - 12:00pm Webinar
With presidential primary season underway, what’s in store for the U.S. markets and economy in 2024? Understand geopolitical and economic challenges, inflation expectations, and market factors that are likely to shape the 2024 U.S. election. Discover investment opportunities and what to consider when positioning your portfolio for 2024.
December 14, 2023
5:00p - 6:00p
Zoom Webinar
Understanding Social Security - 5:00pm Session
Regardless of when you plan to retire, determining optimal ways to claim Social Security is essential to your retirement income planning. Discover your Social Security benefits and identify the role they play to help set a clear direction for your financial future.
December 14, 2023
12:00p - 1:00p
Zoom Webinar
Understanding Social Security - 12:00pm Session
Regardless of when you plan to retire, determining optimal ways to claim Social Security is essential to your retirement income planning. Discover your Social Security benefits and identify the role they play to help set a clear direction for your financial future.
November 2, 2023
5:00p - 6:00p
Zoom Webinar
Succession Planning For Business Owners - 5:00pm Session
Owning a successful business begins with building a sound financial future. From the day you open the doors, to the day you decide to sell or pass it down, knowing the true value of your business is critical in approaching the future with confidence.
November 2, 2023
12:00p - 1:00p
Zoom Webinar
Succession Planning For Business Owners - 12:00pm Session
Owning a successful business begins with building a sound financial future. From the day you open the doors, to the day you decide to sell or pass it down, knowing the true value of your business is critical in approaching the future with confidence.
October 25, 2023
5:00p - 6:00p
Zoom Webinar
Women In Investing - 5:00pm Session
Women today face unique financial challenges, whether that be raising a family, caring for relatives, or saving toward their own long-term goals. Establishing a personal finance plan can equip every woman to take control of their financial future and inspire them to reach their full potential.
October 25, 2023
12:00p - 1:00p
Zoom Webinar
Women In Investing - 12:00pm Session
Women today face unique financial challenges, whether that be raising a family, caring for relatives, or saving toward their own long-term goals. Establishing a personal finance plan can equip every woman to take control of their financial future and inspire them to reach their full potential.
September 19, 2023
5:00p - 6:00p
Zoom Webinar
Medicare: Planning Healthcare Costs In Retirement Webinar - 5:00pm Session
Enrolling in Medicare is an important milestone as you approach retirement. If you are concerned about healthcare costs, now is the time to start planning. How much is enough to save? What does Medicare cover? Will I need other insurance?
September 19, 2023
12:00p - 1:00p
Zoom Webinar
Medicare: Planning Healthcare Costs In Retirement Webinar - 12:00pm Session
Enrolling in Medicare is an important milestone as you approach retirement. If you are concerned about healthcare costs, now is the time to start planning. How much is enough to save? What does Medicare cover? Will I need other insurance?
August 17, 2023
5:30p - 6:30p
Zoom Webinar
LIVE Webinar - Session 3: Understanding Your Rollover Options and Retirement Income Strategies
Changing jobs is a common experience for most U.S. workers. What is the right thing to do with your retirement savings plan account from a previous employer? What are your options, and how can your decision impact your long-term retirement savings?
July 11, 2023
5:00p - 6:00p
Zoom Webinar
LIVE Webinar 5:00pm - Cybersecurity And Defending Against Identity Theft
Millions fall victim to identity theft or fraud every year. Is someone using your personal information to open accounts, claim social security, file taxes, or make purchases? Discover over 15+ steps you can take to ensure your personal information is secure.
July 11, 2023
12:00p - 1:00p
Zoom Webinar
LIVE Webinar 12:00pm - Cybersecurity And Defending Against Identity Theft
Millions fall victim to identity theft or fraud every year. Is someone using your personal information to open accounts, claim social security, file taxes, or make purchases? Discover over 15+ steps you can take to ensure your personal information is secure.
June 20, 2023
12:00p - 1:00p
Zoom Webinar
LIVE Webinar - Session 2: Understanding Your Rollover Options and Retirement Income Strategies
Changing jobs is a common experience for most U.S. workers. What is the right thing to do with your retirement savings plan account from a previous employer? What are your options, and how can your decision impact your long-term retirement savings?
May 18, 2023
5:30p - 6:30p
Zoom Webinar
LIVE Webinar - Session 1: Understanding Your Rollover Options and Retirement Income Strategies
Changing jobs is a common experience for most U.S. workers. What is the right thing to do with your retirement savings plan account from a previous employer? What are your options, and how can your decision impact your long-term retirement savings?
April 25, 2023
5:00p - 6:00p
Zoom Webinar
LIVE Webinar 5:00PM - Building A Strong Financial Future: Strategies For Ages 30s/40s/50s
Whether you are establishing a career, growing your family, or accumulating assets, your 30s, 40s, and 50s are impactful years when preparing for retirement. Discover essential money management strategies for your life stage to help build a strong financial future for you and your loved ones.
April 25, 2023
12:00p - 1:00p
Zoom Webinar
LIVE Webinar 12:00PM - Building A Strong Financial Future: Strategies For Ages 30s/40s/50s
Whether you are establishing a career, growing your family, or accumulating assets, your 30s, 40s, and 50s are impactful years when preparing for retirement. Discover essential money management strategies for your life stage to help build a strong financial future for you and your loved ones.
March 7, 2023
5:00p - 6:00p
Zoom Webinar
LIVE Webinar: The Top 11 IRA Planning Mistakes To Avoid - 5:00PM
Retirement planning is one of the most important financial goals of your future. Avoid these commonly made IRA planning mistakes to take full advantage of your savings in your golden years.
March 7, 2023
12:00p - 1:00p
Zoom Webinar
LIVE Webinar: The Top 11 IRA Planning Mistakes To Avoid - 12:00PM
Retirement planning is one of the most important financial goals of your future. Avoid these commonly made IRA planning mistakes to take full advantage of your savings in your golden years.
February 7, 2023
5:30p - 6:30p
Zoom Webinar
LIVE Webinar: 2023 Market Outlook - 5:30pm
What's in store for the U.S. markets and economy in 2023? What recent adjustments in the economy may impact you in the coming year? Discover key insights to be better prepared for 2023.
February 7, 2023
12:00p - 1:00p
Zoom Webinar
LIVE Webinar: 2023 Market Outlook - 12:00pm
What's in store for the U.S. markets and economy in 2023? What recent adjustments in the economy may impact you in the coming year? Discover key insights to be better prepared for 2023.