ATTEND AN EVENT
At Stivers Wealth Management, we believe informed decisions create confident futures. That’s our team hosts educational events designed to help you better understand retirement planning, tax strategies, income options, and protecting your legacy. These sessions blend real-world insights with practical guidance so you can make informed choices about your financial future.
Live Events
JULY
16
2026
Address
11:30 AM – 1:00 PM
Your Retirement. Your Taxes. Your Move.
Taxes may be one of the biggest—and most overlooked—risks to your retirement. Join us for a complimentary lunch seminar where we’ll explore strategies to help reduce taxes in retirement, avoid costly RMD surprises, evaluate Roth conversion opportunities, and create a more tax-efficient plan for your future. Learn how today’s tax environment could create planning opportunities for retirees and pre-retirees. Lunch will be provided.
2611
AUGUST
20
2026
Address
11:30 AM – 1:00 PM
Your Retirement. Your Taxes. Your Move.
Taxes may be one of the biggest—and most overlooked—risks to your retirement. Join us for a complimentary lunch seminar where we’ll explore strategies to help reduce taxes in retirement, avoid costly RMD surprises, evaluate Roth conversion opportunities, and create a more tax-efficient plan for your future. Learn how today’s tax environment could create planning opportunities for retirees and pre-retirees. Lunch will be provided.
2612
SEPTEMBER
10
2026
Address
11:30 AM – 1:00 PM
Your Retirement. Your Taxes. Your Move.
Taxes may be one of the biggest—and most overlooked—risks to your retirement. Join us for a complimentary lunch seminar where we’ll explore strategies to help reduce taxes in retirement, avoid costly RMD surprises, evaluate Roth conversion opportunities, and create a more tax-efficient plan for your future. Learn how today’s tax environment could create planning opportunities for retirees and pre-retirees. Lunch will be provided.
2613
OCTOBER
08
2026
Address
11:30 AM – 1:00 PM
Your Retirement. Your Taxes. Your Move.
Taxes may be one of the biggest—and most overlooked—risks to your retirement. Join us for a complimentary lunch seminar where we’ll explore strategies to help reduce taxes in retirement, avoid costly RMD surprises, evaluate Roth conversion opportunities, and create a more tax-efficient plan for your future. Learn how today’s tax environment could create planning opportunities for retirees and pre-retirees. Lunch will be provided.
2614
NOVEMBER
12
2026
Address
11:30 AM – 1:00 PM
Your Retirement. Your Taxes. Your Move.
Taxes may be one of the biggest—and most overlooked—risks to your retirement. Join us for a complimentary lunch seminar where we’ll explore strategies to help reduce taxes in retirement, avoid costly RMD surprises, evaluate Roth conversion opportunities, and create a more tax-efficient plan for your future. Learn how today’s tax environment could create planning opportunities for retirees and pre-retirees. Lunch will be provided.
2615
Webinars
This live webinar series challenges common misconceptions about investing that often lead to poor decision-making. We’ll break down what actually drives long-term investment outcomes, discuss evidence-based investing principles, and help investors better understand risk, return, and portfolio construction. Designed to be educational, practical, and accessible.