Events
2026-03-26T21:30:00
Small Business Solutions Seminar
Join Trailhead Financial Group for a practical and thoughtful Small Business Solutions Seminar led by Financial Advisor Jennie Wells, CEPA®️, designed for business owners who want greater clarity around the financial decisions that shape both their business and personal lives.
This session is for owners who are deeply involved in their businesses and want to be intentional about how those businesses support their goals — now and in the future. Jennie will guide a structured conversation around how owners can reduce uncertainty, strengthen decision‑making, and create flexibility as their business, responsibilities, and priorities evolve.
Rather than focusing on a single end goal, the discussion centers on building a business that functions well today while remaining adaptable over time — addressing topics such as how dependent the business is on the owner, how personal and business finances intersect, and how to think about growth, protection, and continuity in a coordinated way.
The emphasis is on understanding trade‑offs, identifying pressure points, and recognizing where small, thoughtful adjustments can meaningfully improve both business resilience and personal confidence. No jargon. No product‑driven agenda. Just clear frameworks that help owners see the full picture and make informed choices.
Whether you’re early in your ownership journey or running an established practice, you’ll leave with perspective, complimentary resources, and a few clear action steps tailored to your situation — practical, realistic, and immediately applicable.
Come ready to learn, ask questions, and engage in a focused conversation with other local business owners in a welcoming, low‑pressure environment.
Feel free to invite a business partner or colleague — these conversations are often even more valuable when shared.
Complimentary wine and hors d'oeuvres will be served.
Seats are limited. Register to RSVP.
No products will be sold.
2026-04-15T00:00:00
04/14 | Live Webinar - Five Phases of an IRA
Join Trailhead Financial Group for an engaging and insightful webinar featuring Wealth Advisor Michael Jay Raymond, ChFC®️, CEPA®️, FIC, as he presents Five Phases of an IRA.
Understanding an IRA goes beyond just opening an account. In this webinar, Michael Jay Raymond will break down the five phases of an IRA, highlighting what to be aware of as your goals and circumstances change. Designed to provide clarity and education, this session helps you stay informed at every stage.
All registrants will receive two complimentary resources designed to help you better understand the markets and support your long‑term financial strategy.
Think of your IRA like a trail with important checkpoints. In this educational session, we’ll walk through the five phases of an IRA and share planning considerations for each stage—so you can better understand how these accounts may evolve over time.
No products will be sold.
2026-04-16T17:00:00
04/16 | Live Webinar - Five Phases of an IRA
Join Trailhead Financial Group for an engaging and insightful webinar featuring Wealth Advisor Michael Jay Raymond, ChFC®️, CEPA®️, FIC, as he presents Five Phases of an IRA.
Understanding an IRA goes beyond just opening an account. In this webinar, Michael Jay Raymond will break down the five phases of an IRA, highlighting what to be aware of as your goals and circumstances change. Designed to provide clarity and education, this session helps you stay informed at every stage.
All registrants will receive two complimentary resources designed to help you better understand the markets and support your long‑term financial strategy.
Think of your IRA like a trail with important checkpoints. In this educational session, we’ll walk through the five phases of an IRA and share planning considerations for each stage—so you can better understand how these accounts may evolve over time.
No products will be sold.
2026-06-09T00:00:00
06/08 Live Webinar - Women, Wealth & Wisdom with Jennie Wells, CEPA®
Join Trailhead Financial Group for an inspiring and practical Women, Wealth & Wisdom workshop hosted by Financial Advisor, Jennie Wells, CEPA®️, designed to help women feel more confident, informed, and empowered when it comes to their financial lives.
In this engaging session, Jennie will lead an open and encouraging conversation around money—focusing on real‑life decisions, priorities, and goals many women face today. Rather than focusing on what you “should” be doing, this workshop centers on clarity, confidence, and taking meaningful next steps that align with what matters most to you.
Whether you're navigating career changes, preparing for the future, supporting loved ones, or simply wanting a stronger foundation, Women, Wealth & Wisdom offers relatable insights and practical guidance you can apply right away.
You’ll leave with perspective, encouragement, and two free resources... and one or more action steps tailored to your own financial journey—no jargon, no pressure.
Come ready to learn, reflect, ask questions, and connect in a welcoming environment created to support women at every stage of life.
Feel free to invite a friend, family member, or colleague—this workshop is even better when shared.
No products will be sold.
2026-06-09T17:00:00
06/09 Live Webinar - Women, Wealth & Wisdom with Jennie Wells, CEPA®
Join Trailhead Financial Group for an inspiring and practical Women, Wealth & Wisdom workshop hosted by Financial Advisor, Jennie Wells, CEPA®️, designed to help women feel more confident, informed, and empowered when it comes to their financial lives.
In this engaging session, Jennie will lead an open and encouraging conversation around money—focusing on real‑life decisions, priorities, and goals many women face today. Rather than focusing on what you “should” be doing, this workshop centers on clarity, confidence, and taking meaningful next steps that align with what matters most to you.
Whether you're navigating career changes, preparing for the future, supporting loved ones, or simply wanting a stronger foundation, Women, Wealth & Wisdom offers relatable insights and practical guidance you can apply right away.
You’ll leave with perspective, encouragement, and two free resources... and one or more action steps tailored to your own financial journey—no jargon, no pressure.
Come ready to learn, reflect, ask questions, and connect in a welcoming environment created to support women at every stage of life.
Feel free to invite a friend, family member, or colleague—this workshop is even better when shared.
No products will be sold.
No products will be sold.