Strategic Income Group Events
Caregivers Circle – Roundtable Event
Event Date: November 12, 2026
Start Time: 1:00 PM
A private roundtable for clients caring for aging parents, spouses, family members, or other loved ones—or preparing for future care responsibilities. Explore practical preparation, family communication, and the decisions that can help reduce confusion before care needs become urgent.
Retirement Beyond the Numbers – Roundtable Event
Event Date: October 14, 2026
Start Time: 1:00 PM
A private roundtable for clients approaching retirement, recently retired, or already retired who want to think more intentionally about what comes next. Explore how purpose, relationships, daily rhythms, health, and financial resources can come together to support a meaningful next season.
Fully Engaged – Roundtable Event
Event Date: September 23, 2026
Start Time: 4:00 PM
A private roundtable for clients who feel busy, stretched, successful, or responsible for a lot—and want to become more intentional about how their time, energy, attention, and resources are being used.
