TFG Events & Education Center

For 20 years, The Financial Guys Founders have worked towards their goal to help provide educational courses and resources to the community and public. Mike Lomas and Glenn Wiggle believe individuals from all backgrounds and income levels should have access to resources and tools that will help enable them to take control of their financial future to improve their quality of life, and ensure a more stable future for themselves and their families.

After 20 years in the business, The Financial Guys are taking their education center to the next level by making online courses and resources available to the public as they transform TFG Academy and the TFG Financial Education Center. Towards the bottom of this page you can register for any of our upcoming events.

Start Exploring

Our Education Center offers in-person seminars, live webinar events, and prerecorded events.

Register for any of our upcoming events towards the bottom of this page. 

In-Person & Online Workshops

JULY 2021

Retirement Planning 102: Investing

JULY 14th (wed)

 6:15 PM***

Join Mike Lomas as he discusses Investing in a post-pandemic world. As much as things have changed, time-tested investment principles such as diversification and rebalancing seem to be weathering the storm. Is your retirement plan prepared for 2022?

AUGUST 2021

Estate Planning 202: Trusts

AUGUST 11TH (wed)

 6:15 PM***

Join Glenn Wiggle & Courtney Donahue of Lippes Mathias Wexler Friedman LLP as they take a deeper dive into trusts. Make sure you are aware of the different considerations that come with setting up both revocable and irrevocable trusts.

SEPTEMBER 2021

SOCIAL SECURITY OPTIMIZATION

SEPTEMBER 22ND (wed)

 6:15 PM***

Join Michael Hoeflich & Ron Reinstein, Certified Social Security Claiming Strategists, as they discuss the many considerations of claiming your social security benefit. Make sure you are fully informed when making your claim for your retirement income.

June 2021

Semi-Annual Economic & Markets Update

June 23RD (wed)

 6:15 PM***

Independent Solutions Wealth Management invites you to join a virtual webinar to discuss the current and future market conditions.

Medicare Mondays

Whether you’re turning 65, unhappy with your medicare plan, or moving off your company plan, our educational seminars can help you navigate the complexities of Medicare and help you maximize your benefits.

WINTER 2021 SCHEDULE COMING SOON