Events

IRA Deep Dive Webinar: “Build it. Protect it. Grow it.”

Join me for an IRA Deep Dive on Wednesday, April 22: We’ll cover: ✔ Roth vs. Traditional (similarities and differences) ✔ Tax treatment of IRA contributions now and later ✔ How to avoid common IRA mistakes This is about clarity, confidence, and control over your financial future. Join us for a powerful conversation on retirement strategy. Register today!

Walking Thursday - National Walking Day 2026

Let's come together to celebrate the simple joy of walking, while connecting with our community.

Tax Season Preparation Webinar

Tax season doesn’t have to feel overwhelming. This practical, easy-to-follow webinar will walk you through how to prepare for tax season with confidence covering what documents to gather, how to review contributions, and what to know about current-year tax rules before filing. Whether you’re getting organized early or just want peace of mind, this session is designed to help you feel prepared and informed.

Tax Season Preparation Webinar

Tax season doesn’t have to feel overwhelming. This practical, easy-to-follow webinar will walk you through how to prepare for tax season with confidence covering what documents to gather, how to review contributions, and what to know about current-year tax rules before filing. Whether you’re getting organized early or just want peace of mind, this session is designed to help you feel prepared and informed.

Financial Wellness Webinar - A New Year, A New Financial Era

January was Financial Wellness Month — a perfect time to pause, reflect, and make sure your financial strategy still fits the life you're building. If your priorities have shifted, your finances may need to shift too. If you missed our January webinar, now is your chance to join us for a short, but thoughtful webinar designed to help you: Reflect on what’s changed Clarify what matters most right now Identify your next right step This isn’t about resolutions — it’s about realignment. It’s about your next steps toward clarity, confidence, and a financial strategy that truly supports the season you’re in.

Financial Wellness Webinar - A New Year, A New Financial Era

January is Financial Wellness Month — a perfect time to pause, reflect, and make sure your financial strategy still fits the life you're building. If your priorities have shifted, your finances may need to shift too. This short, thoughtful webinar is designed to help you: Reflect on what’s changed Clarify what matters most right now Identify your next right step This isn’t about resolutions — it’s about realignment. It’s about your next steps toward clarity, confidence, and a financial strategy that truly supports the season you’re in.

Hearts in Harmony: A Virtual Women's Health Event

Confidently Invested: A Workshop for Women to Take Charge

REGISTRATION CLOSED - Women & Investing Brunch

**Registration is closed but we hope you'll join us next time!** Enjoy great food, meaningful conversation, and thoughtful insights on how to build financial confidence and achieve your goals.   You should attend if: You are not feeling confident about your finances. You want to know how to thrive in retirement. You want to build a portfolio that helps you live comfortably in your later years. You want to build multi-generational wealth. Let's toast to financial empowerment because your future deserves a seat at the table!

Life Insurance Webinar (Evening Session)

Monarch Investment Advisors is focused on helping you protect your wealth.  Join us for a presentation on how to build and protect your wealth leveraging life insurance. Every attendee will receive a complimentary Insurance Consultation. We’ll discuss: Protecting income & loved ones Choosing the right policy for your goals Life insurance in estate planning Learn the basics of life insurance: How much you need The uses of life insurance The different policy types

Life Insurance Webinar (Lunch Session)

Monarch Investment Advisors is focused on helping you protect your wealth.  Join us for a presentation on how to build and protect your wealth leveraging life insurance. Every attendee will receive a complimentary Insurance Consultation. We’ll discuss: Protecting income & loved ones Choosing the right policy for your goals Life insurance in estate planning Learn the basics of life insurance: How much you need The uses of life insurance The different policy types

Taco Tuesday - Let's Taco 'Bout Finances!

Have you ever wondered how to make sense of those stock market reports on the nightly news? If so, join us for Taco Tuesday where we'll "Taco 'Bout" Finances. This month's topic: "Stock Markets and The Nightly News Reports". We'll break it down together in a relaxed, taco-filled setting.

Virtual Finance Fiesta: Investing In Your Future

April is Financial Literacy Month! Get ready for a lively and empowering event at the Finance Fiesta: Investing in Your Future! This engaging celebration blends fun and finance, making it easy and exciting to learn about investing, retirement planning, and building wealth. Let’s fiesta our way to financial freedom—because your future deserves to shine! Space is limited.  RSVP today to secure your spot!

Walking Wednesday

Let's come together to celebrate the simple joy of walking, while connecting with our community.

Virtual Finance Fiesta: Investing In Your Future

Let's fiesta our way to financial freedom! This engaging celebration blends fun and finance, making it easy and exciting to learn about investing, retirement planning, and building wealth.

Women In Investing Brunch

Finance Fiesta: Investing In Your Future

Let's fiesta our way to financial freedom! This engaging celebration blends fun and finance, making it easy and exciting to learn about investing, retirement planning, and building wealth.

Sip & Learn: Preparing for Your Home Purchase

What we will cover: • Saving for your down payment • Cash flow analysis before your home purchase • Building emergency savings

The Future Secured: Understanding Life Insurance

Join us on June 12th as we dive into the protection needs of women and learn into the basics of life insurance.

Life Insurance and What You Need to Know

Learn the basics of life Insurance: - Why you should buy life insurance. - How much you need to buy. - The uses of life insurance. - The difference types of life policies.

Preparing for Your Home Purchase

What we will cover: - Saving for your down payment - Cash flow analysis before your home purchase - Building emergency savings - Tips on the home buying process

Women, Wealth and Well Being

Join us to discuss: What wealth means to you. Looking beyond the newspaper headlines. How to get organized, get invested and move closer to achieving your goals.

Sip &Learn: Estate Planning Seminar for Women

Learn the fundamental estate management principles that can enable you to manage your financial and personal affairs during your lifetime and distribute your wealth after death. We will discuss wills, trusts, life insurance and other essential estate planning documents.

Sip & Learn: Life Insurance and What You Need to Know

Learn the basics of life Insurance: - Why you should buy life insurance. - How much you need to buy. - The uses of life insurance. - The difference types of life policies.

Protecting Your Wealth Life Insurance and Long-Term Care

Join me and Norfolk-Plymouth County Area Alumnae Chapter, Delta Sigma Theta Sorority, Incorporated for an exciting event where we dive into the world of wealth building and protection using life insurance and long-term care.

Women, Wealth and Well Being

Join us to discuss: • What wealth means to you. • Looking beyond the newspaper headlines. • How to get organized, get invested and move closer to achieving your goals.

Five Smart Investment Strategies

Five Smart Investing Strategies attempts to simplify the investment process. We’re going to review five strategies and show how they can help guide your approach to the financial markets.

Life Insurance and What You Need to Know

Learn the basics of life Insurance: - Why you should buy life insurance. - How much you need to buy. - The uses of life insurance. - The difference types of life policies.

Monarch Investment Advisors: How We Work with Our Clients

Join us for a webinar and learn how we work with our clients.

Paycheck Protection

Join us on May 31st to learn how to protect your biggest asset...YOU! We will discuss Paycheck Protection – Income when you cannot work due to an illness or injury, BUT still need to meet your financial obligations. Get your questions answered.

Fitness Together Series ~ Kickboxing & Yoga

Join us for kickboxing and yoga! We will start with 30 minutes of kickboxing followed by a 20 minute yoga (beginner friendly) cool down. A majority of the yoga poses will be standing, so if you have no yoga experience - no problem.

Heart Health Conference

Wear your favorite red dress and join us for our 1st annual Women's Heart Health Conference.

Sip & Learn: Preparing for Your Home Purchase

What we will cover: • The reality of today’s real estate market • Tips on the home-buying process • Saving for your down payment • Cash flow analysis before your home purchase • Building an emergency savings

Life Insurance: What You Need to Know

September is Life Insurance awareness month and there is no better time to learn the basics & evaluate your life insurance needs.

Life Insurance: What You Need to Know

September is Life Insurance awareness month and there is no better time to learn the basics & evaluate your life insurance needs.

Women, Wealth and Well-being

Join us on March 31st at noon to discuss: - What wealth means to you. - Looking beyond the newspaper headlines. - How to get organized, get invested and move closer to achieving your goals.

Open House and Scavenger Hunt

Join Monarch Investment Advisors for our Open House event!