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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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