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Events

About Our Events

Our first priority is our relationship with our clients and our community.  Each month we host different educational seminars to provide valuable and relevant information for our community.  Every month we hold one of our "Wisdom Wednesday" seminars, which vary in topic each month.

Our speakers come from a wide array of backgrounds and are experts in their given field.  It is our responsibility to our clients to provide them with the resources and information they will need to continue on their journey of Responsible Wealth.

Upcoming Events

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

Past Events

November 14, 2025

9:00a - 10:00a

C&A Financial Group

Unlocking Tax Savings for Business Owners

This webinar is designed specifically for business owners who want to maximize tax efficiency, increase retirement contributions and learn ways to build wealth and get a tax deduction. This exclusive briefing will provide valuable insights on best ways to safeguard your personal wealth, and position you and your business for greater tax efficiency and growth.

August 28, 2024

6:00p - 7:00p

Virtual Event: C&A Financial Group

Wisdom Wednesday Webinar: Fundamentals of Estate Planning

The Wisdom Wednesday Webinar Series is a monthly educational webinar that provides perspective on various topics that play a role in achieving financial wellness.

July 31, 2024

6:00p - 7:00p

C&A Financial Group (Virtual Webinar)

Wisdom Wednesday Webinar Series: Master Your Savings Strategy for a Secure Retirement

Join us on the last Wednesday of every month for our Wisdom Wednesday Webinar Series, an insightful educational seminar series designed to empower you with the knowledge and tools to achieve financial wellness. Each month, we delve into a different topic, offering expert perspectives and actionable strategies that address various areas of financial health. Whether you're looking to gain a deeper understanding of our unique savings strategy and process, plan for retirement, or explore investment opportunities, the Wisdom Wednesday Webinar Series provides the guidance you need to make informed decisions to Enjoy Life, Build Wealth and Leave a Legacy. Our seminars feature industry experts, interactive Q&A sessions, and valuable resources, ensuring you leave with practical insights you can apply immediately. Don’t miss out on this opportunity to take control of your financial journey and connect with us.

March 12, 2024

6:00p - 7:00p

C&A Financial Group

Retirement Workshop for Nurses and Medical Professionals - March 12 at 6pm ET

This workshop is designed specifically for Nurses and Medical Professionals who are eager to learn more about their pension and retirement options. 

February 28, 2024

6:00p - 7:00p

C&A Financial Group - Virtual Webinar

Wisdom Wednesday Webinar - Tying the Financial Knot

The Wisdom Wednesday Webinar Series is a monthly educational webinar offered to the C&A Financial community to provide valuable perspectives on a variety of financial topics that play a role in Enjoying Life, Building Wealth and Leaving a Legacy.

February 13, 2024

9:15a - 10:15a

C&A Financial Group

January 31, 2024

6:00p - 7:00p

C&A Financial Group

Event Registration

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