Abacus Events
Join us for online and in-person events and start expanding what’s possible with your money.
“An investment in knowledge pays the best interest.”
– Benjamin Franklin
Abacus hosts a number of events each year, ranging in topics to help you better understand the financial options available to you. Our advisors offer knowledge and guidance that you can apply directly to your unique situation, helping to bring you closer to financial freedom.
Abacus Conversation Circles offer a safe place to talk about money and how it affects our lives.
These 90-minute “Circles” bring people together (virtually or in-person) to share personal stories around common themes. Participants listen, share, and reflect on past experiences, current situations, and future intentions.
Our Circles include topics like:
- My Money Story: Uncovering Inherited Money Messages
- How Much is Enough? Purpose Beyond Accumulation
- Ready for Retirement: Envisioning Your Future
Offered online and in-person, our educational seminars deliver financial planning tips to help build a healthy and successful money life.
Our talks include topics like:
- Financial Foundations (spending, saving, investing)
- Retirement planning
- Values-Aligned Investing
To have an Abacus advisor speak with your group, please submit an online request here.
Our fun and engaging community events welcome clients, their families and friends, and the general public to our local office locations. Join us for a wide range of activities complete with delicious, locally-sourced food and beverage pairings.
Examples of events we’ve done in the past include:
- Documentary Films
- Women’s Empowerment Panels
- Pro Bono Financial Planning
- Self-Defense Training
- Dance Classes
- Happy Hours
Abacus Conversation Circles offer a safe place to talk about money and how it affects our lives.
These 90-minute “Circles” bring people together (virtually or in-person) to share personal stories around common themes. Participants listen, share, and reflect on past experiences, current situations, and future intentions.
Our Circles include topics like:
- My Money Story: Uncovering Inherited Money Messages
- How Much is Enough? Purpose Beyond Accumulation
- Ready for Retirement: Envisioning Your Future
Offered online and in-person, our educational seminars deliver financial planning tips to build a healthy and successful money life.
Our talks include topics like:
- Financial Foundations (spending, saving, investing)
- Retirement planning
- Values-Aligned Investing
To have an Abacus advisor speak with your group, please submit an online request here.
Our fun and engaging community events welcome clients, their families and friends, and the general public to our local office locations. Join us for a wide range of activities complete with delicious, locally-sourced food and beverage pairings.
Examples of events we’ve done in the past include:
- Movie Nights
- Women Empowerment Speakers
- Pro Bono Financial Planning
- Self-Defense Training
- Dance Classes
- Happy Hours
Meet Our Speakers
Upcoming Events
We continually add events throughout the year so check back here to learn more about the educational opportunities presented by our team.
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Watch Past Webinars!
Stay Safe Online: Q&A with the Schwab Cybersecurity Team
In today’s digital world, protecting your personal and financial information has never been more important. But with so many threats out there—phishing, malware, password vulnerabilities—it can be tough to know where to start. That’s why we’re bringing in the tech professionals.
Join us for a jargon-free session on protecting your personal and financial data. Get practical answers around strengthening passwords, recognizing scams, and navigating online threats.
1 hour
