Events

Allied Financial Partners is dedicated to educating our clients so that they feel confident in their own understanding of their personal financial situation.  We hope you will take advantage of these opportunities and we encourage you share these events with friends and family members who may be interested as well.  

 

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

July 20, 2022

6:00p - 7:30p

DoubleTree by Hilton

Social Security and Retirement Planning: A Hit or Myth Proposition

Find the answers to your questions at our upcoming seminar, Social Security and Retirement Planning: A Hit or Myth Proposition.  Join returning presenter Kurt Czarnowski, of Czarnowski Consulting, as he reviews strategies to maximize your Social Security benefits as well as distinguish facts from the myths surrounding Social Security's solvency. 

May 14, 2022

8:00a - 9:30a

Southside Diner and Grill

Introduction to eMoney

Please join us for breakfast and your introduction to eMoney!

March 24, 2022

6:00p - 8:00p

Zoom

Putting Together Your Estate & Long-Term Care Plan

Join David Younis CFP®, Director of Financial Services at Allied Financial Partners, and Marcus Kroll, Esq. of Kroll Law Firm, LLP for a conversation to discuss the most pressing concerns regarding effective estate and long-term care planning.

Event Registration