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Certified Financial Services is dedicated to educating the community on various wealth management related topics. Our events provide individuals, families, and business owners with opportunities to engage in new ideas, meet new people, and enjoy unique experiences.

Be sure to check back periodically for any upcoming events!


July 31, 2019 - December 11, 2019

6:00p - 8:00p

Certified Financial Services

Start Something Meaningful

Join us for this series of financial literacy workshops created for women by women.


October 24, 2019

6:00p - 8:00p

Certified Financial Services

Financial Literacy for Teachers

As educators, you are focused on providing the best experiences for your students. Have you thought about how you can provide the best experiences for yourself?


November 7, 2019

12:30p - 3:00p

Certified Financial Services

Your Financial Reality

Challenge traditional thinking and discover a refreshingly new approach to financial decision making!


November 11, 2019

6:30p - 8:30p

Certified Financial Services

Career Panel and Networking Event

What is a day in the life of a Financial Advisor like?

Event Registration

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