Events that empower

At JEHM, we believe knowledge is power. We host events that are designed to help you understand and overcome common financial issues that individuals and families often face during retirement.

We offer two types of events for those looking to learn more:

Dinner and Financial Education

Do you have a plan to keep your retirement on track? Join us for a gourmet dinner and get professional insight on how to help gain financial clarity and added confidence in retirement.

Retirement Readiness Workshop

This personal financial course, designed for those in the early stages of retirement or soon to retire, addresses common concerns such as income planning, Social Security maximization, inflation and tax-efficient strategies.

Attend one of our events to feel more confident and better prepared for the days ahead.

Dinner and Financial Education

Events coming soon!

Client Events

Apr
15
Shred Event
JEHM Office
May
18
Wine & Wisdom
Laurel Lake Clubhouse
Jul
20
Wine & Wisdom
Laurel Lake Clubhouse
Aug
24
Client Appreciation Event
Oct
26
Wine & Wisdom
Laurel Lake Clubhouse

Community Events

Nov
09
Community Give Back Event
TBD

Meet With Us One-on-One

If you’d rather set up a complimentary, one-on-one visit now, we’re always ready to talk. Get started today.

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