Broker Check

Events

Upcoming Events

November 10, 2026

6:00p - 7:15p

Office Evolution

Retirement Conversations with Chamie

Retirement Conversations with Chamie is a welcoming, peer-driven roundtable for adults who are within 10 years of retirement. Join others navigating similar life transitions as we explore common retirement questions, share experiences, and discuss the opportunities and challenges that come with preparing for the next chapter of life. Each session is guided by participant interests and encourages open dialogue in a relaxed, conversational setting. Whether you're thinking about lifestyle changes, purpose in retirement, healthcare considerations, financial readiness, or simply what comes next, this discussion provides an opportunity to learn from others and gain new perspectives. This event is educational and conversational in nature. No individualized financial, investment, tax, or legal advice will be provided, and no recommendations will be made. Participants are encouraged to consult their own professional advisors regarding their specific circumstances.

Important Information Retirement Conversations with Chamie is an informal educational discussion intended to foster conversation and the sharing of general retirement-related ideas and experiences among participants. This event is not a seminar, workshop, or individualized financial planning session. No investment advice, financial planning advice, tax advice, legal advice, or specific recommendations will be provided during this event. Any topics discussed are for educational purposes only and should not be considered a recommendation to buy, sell, hold, or take action regarding any financial product, strategy, or service. Participants are encouraged to consult their own financial, tax, and legal professionals regarding their individual circumstances before making any financial decisions. The views and experiences shared by participants are their own and may not be applicable to others.

December 8, 2026

6:00p - 7:15p

Office Evolution

Retirement Conversations with Chamie

Retirement Conversations with Chamie is a welcoming, peer-driven roundtable for adults who are within 10 years of retirement. Join others navigating similar life transitions as we explore common retirement questions, share experiences, and discuss the opportunities and challenges that come with preparing for the next chapter of life. Each session is guided by participant interests and encourages open dialogue in a relaxed, conversational setting. Whether you're thinking about lifestyle changes, purpose in retirement, healthcare considerations, financial readiness, or simply what comes next, this discussion provides an opportunity to learn from others and gain new perspectives. This event is educational and conversational in nature. No individualized financial, investment, tax, or legal advice will be provided, and no recommendations will be made. Participants are encouraged to consult their own professional advisors regarding their specific circumstances.

Important Information Retirement Conversations with Chamie is an informal educational discussion intended to foster conversation and the sharing of general retirement-related ideas and experiences among participants. This event is not a seminar, workshop, or individualized financial planning session. No investment advice, financial planning advice, tax advice, legal advice, or specific recommendations will be provided during this event. Any topics discussed are for educational purposes only and should not be considered a recommendation to buy, sell, hold, or take action regarding any financial product, strategy, or service. Participants are encouraged to consult their own financial, tax, and legal professionals regarding their individual circumstances before making any financial decisions. The views and experiences shared by participants are their own and may not be applicable to others.

January 6, 2027

12:00p - 12:45p

Virtual

Women, Wealth, & Wisdom Wednesdays™

Women, Wealth, & Wisdom Wednesdays™ is a monthly virtual conversation for women seeking greater confidence around money, retirement, life transitions, and intentional living. Connect, learn, and explore ways to align your Time, Wellness, Wealth & Wisdom.

Women, Wealth, & Wisdom Wednesdays™ is an educational and informational event intended to provide general financial, retirement, lifestyle, and wellness-related information. The content presented is not intended to provide specific investment, tax, legal, insurance, or financial planning advice. No recommendations regarding the purchase or sale of any securities, investment strategies, or financial products will be made during this event. Participants should consult their own financial, tax, legal, and other professional advisors before making any financial decisions. Attendance at this event does not create an advisory or fiduciary relationship with Elevated Wealth Advisory Group, LLC or Chamie Townsend. Participation is voluntary, and no products or services are required to attend. Any opinions expressed are for educational discussion purposes only and should not be construed as personalized advice.

January 12, 2027

6:00p - 7:15p

Office Evolution

Retirement Conversations with Chamie

Retirement Conversations with Chamie is a welcoming, peer-driven roundtable for adults who are within 10 years of retirement. Join others navigating similar life transitions as we explore common retirement questions, share experiences, and discuss the opportunities and challenges that come with preparing for the next chapter of life. Each session is guided by participant interests and encourages open dialogue in a relaxed, conversational setting. Whether you're thinking about lifestyle changes, purpose in retirement, healthcare considerations, financial readiness, or simply what comes next, this discussion provides an opportunity to learn from others and gain new perspectives. This event is educational and conversational in nature. No individualized financial, investment, tax, or legal advice will be provided, and no recommendations will be made. Participants are encouraged to consult their own professional advisors regarding their specific circumstances.

Important Information Retirement Conversations with Chamie is an informal educational discussion intended to foster conversation and the sharing of general retirement-related ideas and experiences among participants. This event is not a seminar, workshop, or individualized financial planning session. No investment advice, financial planning advice, tax advice, legal advice, or specific recommendations will be provided during this event. Any topics discussed are for educational purposes only and should not be considered a recommendation to buy, sell, hold, or take action regarding any financial product, strategy, or service. Participants are encouraged to consult their own financial, tax, and legal professionals regarding their individual circumstances before making any financial decisions. The views and experiences shared by participants are their own and may not be applicable to others.

February 2, 2027

6:00p - 7:15p

Office Evolution

Retirement Conversations with Chamie

Retirement Conversations with Chamie is a welcoming, peer-driven roundtable for adults who are within 10 years of retirement. Join others navigating similar life transitions as we explore common retirement questions, share experiences, and discuss the opportunities and challenges that come with preparing for the next chapter of life. Each session is guided by participant interests and encourages open dialogue in a relaxed, conversational setting. Whether you're thinking about lifestyle changes, purpose in retirement, healthcare considerations, financial readiness, or simply what comes next, this discussion provides an opportunity to learn from others and gain new perspectives. This event is educational and conversational in nature. No individualized financial, investment, tax, or legal advice will be provided, and no recommendations will be made. Participants are encouraged to consult their own professional advisors regarding their specific circumstances.

Important Information Retirement Conversations with Chamie is an informal educational discussion intended to foster conversation and the sharing of general retirement-related ideas and experiences among participants. This event is not a seminar, workshop, or individualized financial planning session. No investment advice, financial planning advice, tax advice, legal advice, or specific recommendations will be provided during this event. Any topics discussed are for educational purposes only and should not be considered a recommendation to buy, sell, hold, or take action regarding any financial product, strategy, or service. Participants are encouraged to consult their own financial, tax, and legal professionals regarding their individual circumstances before making any financial decisions. The views and experiences shared by participants are their own and may not be applicable to others.

February 3, 2027

12:00p - 12:45p

Virtual

Women, Wealth, & Wisdom Wednesdays™

Women, Wealth, & Wisdom Wednesdays™ is a monthly virtual conversation for women seeking greater confidence around money, retirement, life transitions, and intentional living. Connect, learn, and explore ways to align your Time, Wellness, Wealth & Wisdom.

Women, Wealth, & Wisdom Wednesdays™ is an educational and informational event intended to provide general financial, retirement, lifestyle, and wellness-related information. The content presented is not intended to provide specific investment, tax, legal, insurance, or financial planning advice. No recommendations regarding the purchase or sale of any securities, investment strategies, or financial products will be made during this event. Participants should consult their own financial, tax, legal, and other professional advisors before making any financial decisions. Attendance at this event does not create an advisory or fiduciary relationship with Elevated Wealth Advisory Group, LLC or Chamie Townsend. Participation is voluntary, and no products or services are required to attend. Any opinions expressed are for educational discussion purposes only and should not be construed as personalized advice.

March 3, 2027

12:00p - 12:45p

Virtual

Women, Wealth, & Wisdom Wednesdays™

Women, Wealth, & Wisdom Wednesdays™ is a monthly virtual conversation for women seeking greater confidence around money, retirement, life transitions, and intentional living. Connect, learn, and explore ways to align your Time, Wellness, Wealth & Wisdom.

Women, Wealth, & Wisdom Wednesdays™ is an educational and informational event intended to provide general financial, retirement, lifestyle, and wellness-related information. The content presented is not intended to provide specific investment, tax, legal, insurance, or financial planning advice. No recommendations regarding the purchase or sale of any securities, investment strategies, or financial products will be made during this event. Participants should consult their own financial, tax, legal, and other professional advisors before making any financial decisions. Attendance at this event does not create an advisory or fiduciary relationship with Elevated Wealth Advisory Group, LLC or Chamie Townsend. Participation is voluntary, and no products or services are required to attend. Any opinions expressed are for educational discussion purposes only and should not be construed as personalized advice.

March 9, 2027

6:00p - 7:15p

Office Evolution

Retirement Conversations with Chamie

Retirement Conversations with Chamie is a welcoming, peer-driven roundtable for adults who are within 10 years of retirement. Join others navigating similar life transitions as we explore common retirement questions, share experiences, and discuss the opportunities and challenges that come with preparing for the next chapter of life. Each session is guided by participant interests and encourages open dialogue in a relaxed, conversational setting. Whether you're thinking about lifestyle changes, purpose in retirement, healthcare considerations, financial readiness, or simply what comes next, this discussion provides an opportunity to learn from others and gain new perspectives. This event is educational and conversational in nature. No individualized financial, investment, tax, or legal advice will be provided, and no recommendations will be made. Participants are encouraged to consult their own professional advisors regarding their specific circumstances.

Important Information Retirement Conversations with Chamie is an informal educational discussion intended to foster conversation and the sharing of general retirement-related ideas and experiences among participants. This event is not a seminar, workshop, or individualized financial planning session. No investment advice, financial planning advice, tax advice, legal advice, or specific recommendations will be provided during this event. Any topics discussed are for educational purposes only and should not be considered a recommendation to buy, sell, hold, or take action regarding any financial product, strategy, or service. Participants are encouraged to consult their own financial, tax, and legal professionals regarding their individual circumstances before making any financial decisions. The views and experiences shared by participants are their own and may not be applicable to others.

April 7, 2027

12:00p - 12:45p

Virtual

Women, Wealth, & Wisdom Wednesdays™

Women, Wealth, & Wisdom Wednesdays™ is a monthly virtual conversation for women seeking greater confidence around money, retirement, life transitions, and intentional living. Connect, learn, and explore ways to align your Time, Wellness, Wealth & Wisdom.

Women, Wealth, & Wisdom Wednesdays™ is an educational and informational event intended to provide general financial, retirement, lifestyle, and wellness-related information. The content presented is not intended to provide specific investment, tax, legal, insurance, or financial planning advice. No recommendations regarding the purchase or sale of any securities, investment strategies, or financial products will be made during this event. Participants should consult their own financial, tax, legal, and other professional advisors before making any financial decisions. Attendance at this event does not create an advisory or fiduciary relationship with Elevated Wealth Advisory Group, LLC or Chamie Townsend. Participation is voluntary, and no products or services are required to attend. Any opinions expressed are for educational discussion purposes only and should not be construed as personalized advice.

April 13, 2027

6:00p - 7:15p

Office Evolution

Retirement Conversations with Chamie

Retirement Conversations with Chamie is a welcoming, peer-driven roundtable for adults who are within 10 years of retirement. Join others navigating similar life transitions as we explore common retirement questions, share experiences, and discuss the opportunities and challenges that come with preparing for the next chapter of life. Each session is guided by participant interests and encourages open dialogue in a relaxed, conversational setting. Whether you're thinking about lifestyle changes, purpose in retirement, healthcare considerations, financial readiness, or simply what comes next, this discussion provides an opportunity to learn from others and gain new perspectives. This event is educational and conversational in nature. No individualized financial, investment, tax, or legal advice will be provided, and no recommendations will be made. Participants are encouraged to consult their own professional advisors regarding their specific circumstances.

Important Information Retirement Conversations with Chamie is an informal educational discussion intended to foster conversation and the sharing of general retirement-related ideas and experiences among participants. This event is not a seminar, workshop, or individualized financial planning session. No investment advice, financial planning advice, tax advice, legal advice, or specific recommendations will be provided during this event. Any topics discussed are for educational purposes only and should not be considered a recommendation to buy, sell, hold, or take action regarding any financial product, strategy, or service. Participants are encouraged to consult their own financial, tax, and legal professionals regarding their individual circumstances before making any financial decisions. The views and experiences shared by participants are their own and may not be applicable to others.

May 5, 2027

12:00p - 12:45p

Virtual

Women, Wealth, & Wisdom Wednesdays™

Women, Wealth, & Wisdom Wednesdays™ is a monthly virtual conversation for women seeking greater confidence around money, retirement, life transitions, and intentional living. Connect, learn, and explore ways to align your Time, Wellness, Wealth & Wisdom.

Women, Wealth, & Wisdom Wednesdays™ is an educational and informational event intended to provide general financial, retirement, lifestyle, and wellness-related information. The content presented is not intended to provide specific investment, tax, legal, insurance, or financial planning advice. No recommendations regarding the purchase or sale of any securities, investment strategies, or financial products will be made during this event. Participants should consult their own financial, tax, legal, and other professional advisors before making any financial decisions. Attendance at this event does not create an advisory or fiduciary relationship with Elevated Wealth Advisory Group, LLC or Chamie Townsend. Participation is voluntary, and no products or services are required to attend. Any opinions expressed are for educational discussion purposes only and should not be construed as personalized advice.

May 11, 2027

6:00p - 7:15p

Office Evolution

Retirement Conversations with Chamie

Retirement Conversations with Chamie is a welcoming, peer-driven roundtable for adults who are within 10 years of retirement. Join others navigating similar life transitions as we explore common retirement questions, share experiences, and discuss the opportunities and challenges that come with preparing for the next chapter of life. Each session is guided by participant interests and encourages open dialogue in a relaxed, conversational setting. Whether you're thinking about lifestyle changes, purpose in retirement, healthcare considerations, financial readiness, or simply what comes next, this discussion provides an opportunity to learn from others and gain new perspectives. This event is educational and conversational in nature. No individualized financial, investment, tax, or legal advice will be provided, and no recommendations will be made. Participants are encouraged to consult their own professional advisors regarding their specific circumstances.

Important Information Retirement Conversations with Chamie is an informal educational discussion intended to foster conversation and the sharing of general retirement-related ideas and experiences among participants. This event is not a seminar, workshop, or individualized financial planning session. No investment advice, financial planning advice, tax advice, legal advice, or specific recommendations will be provided during this event. Any topics discussed are for educational purposes only and should not be considered a recommendation to buy, sell, hold, or take action regarding any financial product, strategy, or service. Participants are encouraged to consult their own financial, tax, and legal professionals regarding their individual circumstances before making any financial decisions. The views and experiences shared by participants are their own and may not be applicable to others.

June 2, 2027

12:00p - 12:45p

Virtual

Women, Wealth, & Wisdom Wednesdays™

Women, Wealth, & Wisdom Wednesdays™ is a monthly virtual conversation for women seeking greater confidence around money, retirement, life transitions, and intentional living. Connect, learn, and explore ways to align your Time, Wellness, Wealth & Wisdom.

Women, Wealth, & Wisdom Wednesdays™ is an educational and informational event intended to provide general financial, retirement, lifestyle, and wellness-related information. The content presented is not intended to provide specific investment, tax, legal, insurance, or financial planning advice. No recommendations regarding the purchase or sale of any securities, investment strategies, or financial products will be made during this event. Participants should consult their own financial, tax, legal, and other professional advisors before making any financial decisions. Attendance at this event does not create an advisory or fiduciary relationship with Elevated Wealth Advisory Group, LLC or Chamie Townsend. Participation is voluntary, and no products or services are required to attend. Any opinions expressed are for educational discussion purposes only and should not be construed as personalized advice.

June 8, 2027

6:00p - 7:15p

Office Evolution

Retirement Conversations with Chamie

Retirement Conversations with Chamie is a welcoming, peer-driven roundtable for adults who are within 10 years of retirement. Join others navigating similar life transitions as we explore common retirement questions, share experiences, and discuss the opportunities and challenges that come with preparing for the next chapter of life. Each session is guided by participant interests and encourages open dialogue in a relaxed, conversational setting. Whether you're thinking about lifestyle changes, purpose in retirement, healthcare considerations, financial readiness, or simply what comes next, this discussion provides an opportunity to learn from others and gain new perspectives. This event is educational and conversational in nature. No individualized financial, investment, tax, or legal advice will be provided, and no recommendations will be made. Participants are encouraged to consult their own professional advisors regarding their specific circumstances.

Important Information Retirement Conversations with Chamie is an informal educational discussion intended to foster conversation and the sharing of general retirement-related ideas and experiences among participants. This event is not a seminar, workshop, or individualized financial planning session. No investment advice, financial planning advice, tax advice, legal advice, or specific recommendations will be provided during this event. Any topics discussed are for educational purposes only and should not be considered a recommendation to buy, sell, hold, or take action regarding any financial product, strategy, or service. Participants are encouraged to consult their own financial, tax, and legal professionals regarding their individual circumstances before making any financial decisions. The views and experiences shared by participants are their own and may not be applicable to others.

July 7, 2027

12:00p - 12:45p

Virtual

Women, Wealth, & Wisdom Wednesdays™

Women, Wealth, & Wisdom Wednesdays™ is a monthly virtual conversation for women seeking greater confidence around money, retirement, life transitions, and intentional living. Connect, learn, and explore ways to align your Time, Wellness, Wealth & Wisdom.

Women, Wealth, & Wisdom Wednesdays™ is an educational and informational event intended to provide general financial, retirement, lifestyle, and wellness-related information. The content presented is not intended to provide specific investment, tax, legal, insurance, or financial planning advice. No recommendations regarding the purchase or sale of any securities, investment strategies, or financial products will be made during this event. Participants should consult their own financial, tax, legal, and other professional advisors before making any financial decisions. Attendance at this event does not create an advisory or fiduciary relationship with Elevated Wealth Advisory Group, LLC or Chamie Townsend. Participation is voluntary, and no products or services are required to attend. Any opinions expressed are for educational discussion purposes only and should not be construed as personalized advice.

July 13, 2027

6:00p - 7:15p

Office Evolution

Retirement Conversations with Chamie

Retirement Conversations with Chamie is a welcoming, peer-driven roundtable for adults who are within 10 years of retirement. Join others navigating similar life transitions as we explore common retirement questions, share experiences, and discuss the opportunities and challenges that come with preparing for the next chapter of life. Each session is guided by participant interests and encourages open dialogue in a relaxed, conversational setting. Whether you're thinking about lifestyle changes, purpose in retirement, healthcare considerations, financial readiness, or simply what comes next, this discussion provides an opportunity to learn from others and gain new perspectives. This event is educational and conversational in nature. No individualized financial, investment, tax, or legal advice will be provided, and no recommendations will be made. Participants are encouraged to consult their own professional advisors regarding their specific circumstances.

Important Information Retirement Conversations with Chamie is an informal educational discussion intended to foster conversation and the sharing of general retirement-related ideas and experiences among participants. This event is not a seminar, workshop, or individualized financial planning session. No investment advice, financial planning advice, tax advice, legal advice, or specific recommendations will be provided during this event. Any topics discussed are for educational purposes only and should not be considered a recommendation to buy, sell, hold, or take action regarding any financial product, strategy, or service. Participants are encouraged to consult their own financial, tax, and legal professionals regarding their individual circumstances before making any financial decisions. The views and experiences shared by participants are their own and may not be applicable to others.

August 4, 2027

12:00p - 12:45p

Virtual

Women, Wealth, & Wisdom Wednesdays™

Women, Wealth, & Wisdom Wednesdays™ is a monthly virtual conversation for women seeking greater confidence around money, retirement, life transitions, and intentional living. Connect, learn, and explore ways to align your Time, Wellness, Wealth & Wisdom.

Women, Wealth, & Wisdom Wednesdays™ is an educational and informational event intended to provide general financial, retirement, lifestyle, and wellness-related information. The content presented is not intended to provide specific investment, tax, legal, insurance, or financial planning advice. No recommendations regarding the purchase or sale of any securities, investment strategies, or financial products will be made during this event. Participants should consult their own financial, tax, legal, and other professional advisors before making any financial decisions. Attendance at this event does not create an advisory or fiduciary relationship with Elevated Wealth Advisory Group, LLC or Chamie Townsend. Participation is voluntary, and no products or services are required to attend. Any opinions expressed are for educational discussion purposes only and should not be construed as personalized advice.

August 10, 2027

6:00p - 7:15p

Office Evolution

Retirement Conversations with Chamie

Retirement Conversations with Chamie is a welcoming, peer-driven roundtable for adults who are within 10 years of retirement. Join others navigating similar life transitions as we explore common retirement questions, share experiences, and discuss the opportunities and challenges that come with preparing for the next chapter of life. Each session is guided by participant interests and encourages open dialogue in a relaxed, conversational setting. Whether you're thinking about lifestyle changes, purpose in retirement, healthcare considerations, financial readiness, or simply what comes next, this discussion provides an opportunity to learn from others and gain new perspectives. This event is educational and conversational in nature. No individualized financial, investment, tax, or legal advice will be provided, and no recommendations will be made. Participants are encouraged to consult their own professional advisors regarding their specific circumstances.

Important Information Retirement Conversations with Chamie is an informal educational discussion intended to foster conversation and the sharing of general retirement-related ideas and experiences among participants. This event is not a seminar, workshop, or individualized financial planning session. No investment advice, financial planning advice, tax advice, legal advice, or specific recommendations will be provided during this event. Any topics discussed are for educational purposes only and should not be considered a recommendation to buy, sell, hold, or take action regarding any financial product, strategy, or service. Participants are encouraged to consult their own financial, tax, and legal professionals regarding their individual circumstances before making any financial decisions. The views and experiences shared by participants are their own and may not be applicable to others.

September 8, 2027

12:00p - 12:45p

Virtual

Women, Wealth, & Wisdom Wednesdays™

Women, Wealth, & Wisdom Wednesdays™ is a monthly virtual conversation for women seeking greater confidence around money, retirement, life transitions, and intentional living. Connect, learn, and explore ways to align your Time, Wellness, Wealth & Wisdom.

Women, Wealth, & Wisdom Wednesdays™ is an educational and informational event intended to provide general financial, retirement, lifestyle, and wellness-related information. The content presented is not intended to provide specific investment, tax, legal, insurance, or financial planning advice. No recommendations regarding the purchase or sale of any securities, investment strategies, or financial products will be made during this event. Participants should consult their own financial, tax, legal, and other professional advisors before making any financial decisions. Attendance at this event does not create an advisory or fiduciary relationship with Elevated Wealth Advisory Group, LLC or Chamie Townsend. Participation is voluntary, and no products or services are required to attend. Any opinions expressed are for educational discussion purposes only and should not be construed as personalized advice.

September 14, 2027

6:00p - 7:15p

Office Evolution

Retirement Conversations with Chamie

Retirement Conversations with Chamie is a welcoming, peer-driven roundtable for adults who are within 10 years of retirement. Join others navigating similar life transitions as we explore common retirement questions, share experiences, and discuss the opportunities and challenges that come with preparing for the next chapter of life. Each session is guided by participant interests and encourages open dialogue in a relaxed, conversational setting. Whether you're thinking about lifestyle changes, purpose in retirement, healthcare considerations, financial readiness, or simply what comes next, this discussion provides an opportunity to learn from others and gain new perspectives. This event is educational and conversational in nature. No individualized financial, investment, tax, or legal advice will be provided, and no recommendations will be made. Participants are encouraged to consult their own professional advisors regarding their specific circumstances.

Important Information Retirement Conversations with Chamie is an informal educational discussion intended to foster conversation and the sharing of general retirement-related ideas and experiences among participants. This event is not a seminar, workshop, or individualized financial planning session. No investment advice, financial planning advice, tax advice, legal advice, or specific recommendations will be provided during this event. Any topics discussed are for educational purposes only and should not be considered a recommendation to buy, sell, hold, or take action regarding any financial product, strategy, or service. Participants are encouraged to consult their own financial, tax, and legal professionals regarding their individual circumstances before making any financial decisions. The views and experiences shared by participants are their own and may not be applicable to others.

October 6, 2027

12:00p - 12:45p

Virtual

Women, Wealth, & Wisdom Wednesdays™

Women, Wealth, & Wisdom Wednesdays™ is a monthly virtual conversation for women seeking greater confidence around money, retirement, life transitions, and intentional living. Connect, learn, and explore ways to align your Time, Wellness, Wealth & Wisdom.

Women, Wealth, & Wisdom Wednesdays™ is an educational and informational event intended to provide general financial, retirement, lifestyle, and wellness-related information. The content presented is not intended to provide specific investment, tax, legal, insurance, or financial planning advice. No recommendations regarding the purchase or sale of any securities, investment strategies, or financial products will be made during this event. Participants should consult their own financial, tax, legal, and other professional advisors before making any financial decisions. Attendance at this event does not create an advisory or fiduciary relationship with Elevated Wealth Advisory Group, LLC or Chamie Townsend. Participation is voluntary, and no products or services are required to attend. Any opinions expressed are for educational discussion purposes only and should not be construed as personalized advice.

October 8, 2027

3:00p - 7:00p

Office Evolution - Elevated Wealth

Fall Friends & Family Fellowship

Join us for our annual Fall Friends & Family Welcome Reception as we celebrate three years of fellowship, fun, and community at Elevated Wealth Advisory Group. Enjoy cider, seasonal snacks, games, and great conversation while helping us welcome Johnetta Zantt, our new Client Liaison, to the Elevated Wealth family.

October 12, 2027

6:00p - 7:15p

Office Evolution

Retirement Conversations with Chamie

Retirement Conversations with Chamie is a welcoming, peer-driven roundtable for adults who are within 10 years of retirement. Join others navigating similar life transitions as we explore common retirement questions, share experiences, and discuss the opportunities and challenges that come with preparing for the next chapter of life. Each session is guided by participant interests and encourages open dialogue in a relaxed, conversational setting. Whether you're thinking about lifestyle changes, purpose in retirement, healthcare considerations, financial readiness, or simply what comes next, this discussion provides an opportunity to learn from others and gain new perspectives. This event is educational and conversational in nature. No individualized financial, investment, tax, or legal advice will be provided, and no recommendations will be made. Participants are encouraged to consult their own professional advisors regarding their specific circumstances.

Important Information Retirement Conversations with Chamie is an informal educational discussion intended to foster conversation and the sharing of general retirement-related ideas and experiences among participants. This event is not a seminar, workshop, or individualized financial planning session. No investment advice, financial planning advice, tax advice, legal advice, or specific recommendations will be provided during this event. Any topics discussed are for educational purposes only and should not be considered a recommendation to buy, sell, hold, or take action regarding any financial product, strategy, or service. Participants are encouraged to consult their own financial, tax, and legal professionals regarding their individual circumstances before making any financial decisions. The views and experiences shared by participants are their own and may not be applicable to others.

November 3, 2027

12:00p - 12:45p

Virtual

Women, Wealth, & Wisdom Wednesdays™

Women, Wealth, & Wisdom Wednesdays™ is a monthly virtual conversation for women seeking greater confidence around money, retirement, life transitions, and intentional living. Connect, learn, and explore ways to align your Time, Wellness, Wealth & Wisdom.

Women, Wealth, & Wisdom Wednesdays™ is an educational and informational event intended to provide general financial, retirement, lifestyle, and wellness-related information. The content presented is not intended to provide specific investment, tax, legal, insurance, or financial planning advice. No recommendations regarding the purchase or sale of any securities, investment strategies, or financial products will be made during this event. Participants should consult their own financial, tax, legal, and other professional advisors before making any financial decisions. Attendance at this event does not create an advisory or fiduciary relationship with Elevated Wealth Advisory Group, LLC or Chamie Townsend. Participation is voluntary, and no products or services are required to attend. Any opinions expressed are for educational discussion purposes only and should not be construed as personalized advice.

November 9, 2027

6:00p - 7:15p

Office Evolution

Retirement Conversations with Chamie

Retirement Conversations with Chamie is a welcoming, peer-driven roundtable for adults who are within 10 years of retirement. Join others navigating similar life transitions as we explore common retirement questions, share experiences, and discuss the opportunities and challenges that come with preparing for the next chapter of life. Each session is guided by participant interests and encourages open dialogue in a relaxed, conversational setting. Whether you're thinking about lifestyle changes, purpose in retirement, healthcare considerations, financial readiness, or simply what comes next, this discussion provides an opportunity to learn from others and gain new perspectives. This event is educational and conversational in nature. No individualized financial, investment, tax, or legal advice will be provided, and no recommendations will be made. Participants are encouraged to consult their own professional advisors regarding their specific circumstances.

Important Information Retirement Conversations with Chamie is an informal educational discussion intended to foster conversation and the sharing of general retirement-related ideas and experiences among participants. This event is not a seminar, workshop, or individualized financial planning session. No investment advice, financial planning advice, tax advice, legal advice, or specific recommendations will be provided during this event. Any topics discussed are for educational purposes only and should not be considered a recommendation to buy, sell, hold, or take action regarding any financial product, strategy, or service. Participants are encouraged to consult their own financial, tax, and legal professionals regarding their individual circumstances before making any financial decisions. The views and experiences shared by participants are their own and may not be applicable to others.

December 1, 2027

12:00p - 12:45p

Virtual

Women, Wealth, & Wisdom Wednesdays™

Women, Wealth, & Wisdom Wednesdays™ is a monthly virtual conversation for women seeking greater confidence around money, retirement, life transitions, and intentional living. Connect, learn, and explore ways to align your Time, Wellness, Wealth & Wisdom.

Women, Wealth, & Wisdom Wednesdays™ is an educational and informational event intended to provide general financial, retirement, lifestyle, and wellness-related information. The content presented is not intended to provide specific investment, tax, legal, insurance, or financial planning advice. No recommendations regarding the purchase or sale of any securities, investment strategies, or financial products will be made during this event. Participants should consult their own financial, tax, legal, and other professional advisors before making any financial decisions. Attendance at this event does not create an advisory or fiduciary relationship with Elevated Wealth Advisory Group, LLC or Chamie Townsend. Participation is voluntary, and no products or services are required to attend. Any opinions expressed are for educational discussion purposes only and should not be construed as personalized advice.

December 14, 2027

6:00p - 7:15p

Office Evolution

Retirement Conversations with Chamie

Retirement Conversations with Chamie is a welcoming, peer-driven roundtable for adults who are within 10 years of retirement. Join others navigating similar life transitions as we explore common retirement questions, share experiences, and discuss the opportunities and challenges that come with preparing for the next chapter of life. Each session is guided by participant interests and encourages open dialogue in a relaxed, conversational setting. Whether you're thinking about lifestyle changes, purpose in retirement, healthcare considerations, financial readiness, or simply what comes next, this discussion provides an opportunity to learn from others and gain new perspectives. This event is educational and conversational in nature. No individualized financial, investment, tax, or legal advice will be provided, and no recommendations will be made. Participants are encouraged to consult their own professional advisors regarding their specific circumstances.

Important Information Retirement Conversations with Chamie is an informal educational discussion intended to foster conversation and the sharing of general retirement-related ideas and experiences among participants. This event is not a seminar, workshop, or individualized financial planning session. No investment advice, financial planning advice, tax advice, legal advice, or specific recommendations will be provided during this event. Any topics discussed are for educational purposes only and should not be considered a recommendation to buy, sell, hold, or take action regarding any financial product, strategy, or service. Participants are encouraged to consult their own financial, tax, and legal professionals regarding their individual circumstances before making any financial decisions. The views and experiences shared by participants are their own and may not be applicable to others.

Past Events

October 9, 2026

3:00p - 7:00p

Office Evolution - Elevated Wealth

Fall Friends & Family Welcome Reception

Join us for our annual Fall Friends & Family Welcome Reception as we celebrate three years of fellowship, fun, and community at Elevated Wealth Advisory Group. Enjoy cider, seasonal snacks, games, and great conversation while helping us welcome Johnetta Zantt, our new Client Liaison, to the Elevated Wealth family.

October 24, 2025

4:00p - 7:00p

Office Evolution - Easton

Friends & Family Fall Fellowship

This is our favorite time of year for fashion, friends, and family. Come out to enjoy some snacks and cider as we embrace the fall session. If you are up to it, wear your OSU gear as we head into next Saturday's match against Penn State. Carol and I can't wait to see you then.

October 3, 2025

4:00p - 7:00p

Easton Office Evolution

Welcome Reception - Jasmine McGimpsey, Financial Planner

Elevated Wealth invites you to a welcome reception and open house celebrating Jasmine McGimpsey, our newest Financial Planner. Guests will enjoy an office tour, meet Jasmine, and learn more about our personalized financial services.

October 25, 2024

4:00p - 7:00p

Office Evolution - Easton

Friends & Family Fall Fellowship

This is our favorite time of year for fashion, friends, and family. Come out to enjoy some snacks and cider as we embrace the fall session. If you are up to it, wear your OSU gear as we head into Saturday's match against Nebraska. Carol and I can't wait to see you then.

August 9, 2024

3:00p - 7:00p

Office Evolution

Open House

Elevated Wealth Advisory Group - Open House

June 19, 2024

1:00p - 5:00p

Office Evolution - Easton Town Center

Elevated Wealth Business Shower

Celebrating the beginning of Elevated Wealth Advisory Group

Event Registration

Will you be able to attend this event?