Events
Bailey Wealth Advisors hosts a number of financial education events throughout the year for the benefit of the community we serve and our clients. All our events are open to the public with registration in advance. Some of our events are delivered to our audience in person while others are held online, in the form of webinars. We value the time it takes to plan for and attend a financial education session, which is why we strive to make each event of value for all our attendees. We often ask for you to submit specific questions on our session topics in advance so we can customize our content to meet the specific needs of those attending. Additionally, we always encourage our clients and general attendees to invite those they know who could also benefit from the information being presented.
We look forward to seeing you at one of our upcoming sessions. Remember, you can register online today.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 26, 2026
6:30p - 7:30p
Webinar
November 19, 2025
6:00p - 7:00p
Webinar
November 13, 2025
6:30p - 8:00p
Community Webinar via Zoom
Healthcare in Retirement (Medicare)
The Medicare maze can be tough to get through. The decisions you make now can have a tremendous impact on the doctors you can see and ultimately the cost.
November 12, 2025
6:00p - 7:00p
Webinar
October 15, 2025
12:30p - 1:30p
Webinar
Roth Conversion Strategy
This webinar is for those with 401K's or IRA's and are considering converting them to a Roth.
October 9, 2025
6:30p - 8:00p
Community Webinar via Zoom
Healthcare in Retirement (Medicare)
The Medicare maze can be tough to get through. The decisions you make now can have a tremendous impact on the doctors you can see and ultimately the cost.
September 25, 2025
6:30p - 8:00p
Community Webinar via Zoom
Understanding Social Security
Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.
September 18, 2025
6:30p - 8:00p
Community Webinar via Zoom
Understanding Social Security
Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.
June 12, 2025
5:00p - 7:00p
Silver Social
Mastering Your Money in Uncertain Times
Join us for drinks and appetizers while gaining useful information to help you manage your financial life and future.
February 19, 2025
12:30p - 1:30p
Virtual Event with Zoom link provided upon registration
Business Owner Tax Strategy for 2025
If you are a successful business owner who has been operating for at least five years and you want to maximize your tax strategies for efficiency we hope you will join us.
December 4, 2024
6:30p - 8:00p
Community Webinar via Zoom
Healthcare in Retirement (Medicare)
The Medicare maze can be tough to get through. The decisions you make now can have a tremendous impact on the doctors you can see and ultimately the cost.
October 30, 2024
12:00p - 2:00p
Community Webinar via Zoom
Planning for Success and Succession
Join us a premier virtual workshop designed for Business Owners poised for the next big step. Discover a strategic Six Step Succession Plan Process, tailored to navigate today's market landscape and initiate a seamless transition.
October 16, 2024
6:30p - 8:00p
Community Webinar via Zoom
Healthcare in Retirement (Medicare)
The Medicare maze can be tough to get through. The decisions you make now can have a tremendous impact on the doctors you can see and ultimately the cost.
October 9, 2024
6:30p - 8:00p
Community Webinar via Zoom
Healthcare in Retirement (Medicare)
The Medicare maze can be tough to get through. The decisions you make now can have a tremendous impact on the doctors you can see and ultimately the cost.
October 10, 2023
7:00p - 8:15p
Zoom
March 7, 2019
10:00a - 12:00p
Advanced Business Financial Workshop '19
Take your business and personal finances to the next level by attending this workshop series.