Events

At Rebalance we are hosting a wide range of events looking to provide resources and education for our clients and the communities we serve. We invite you to attend any event that might be of interest to you. Live well and retire with more.

Charitable Planning Essentials – A Smarter Way to Give

We all like the idea of giving back, especially when we feel grateful for the opportunities afforded us in life. That charitable impulse is powerful, and it is an impulse that can be amplified by harnessing simple, proven planning tools. … Continue reading

 

Creating Your Ethical Will – Redefining Legacy

What is money, if not the means to secure a better, more fulfilling life? And how will you communicate to your heirs the importance of your carefully assembled resources?   Legacy is about more than cash and property. It’s the transmission… Continue reading

 

End-of-Year Financial Planning

Will you leave money on the table this year — again? So much of our complicated financial lives involves timely use of work benefits, tax planning, and keeping up with annual deadlines. Christie Whitney CFP®, Rebalance Vice President of Investment… Continue reading

 

Recent Events

Let’s Talk About Aging – What We Can Plan For Today!

Aging is natural and normal. It’s just part of life! As we get older, however, it becomes increasingly important to consider how to age securely and safely, as you had intended. Join us for an illuminating conversation about how to… Continue reading

 

Does Your Retirement Plan Have Issues? A Webinar for Dental Practices

As a hardworking dental practice owner, you’re plenty busy running your practice. It’s been a long road with taking on business debt, establishing your name, building a team. Every detail must be carefully managed to succeed. And it turns out… Continue reading

 

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