Educational Workshops

We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.

The Compass Group Workshops

At The Compass Group, we hold informational workshops for our clients and the greater community that feature information on specific topics. Often, our workshops include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family, and your financial well-being. Whenever you attend a workshop, feel free to schedule a one-on-one, no-obligation meeting.

Upcoming Events:

Check back soon for upcoming events!


Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

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