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Events & workshops

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

Upcoming Events

Check back soon for upcoming workshops!


About Our Events

At Woloshin Investment Management, we hold retirement workshops for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Whenever you attend an event, feel free to schedule a one-on-one, no-obligation meeting.

Past Events

Thank you for helping us support our troops!

Woloshin Investment Management recently sent a slew of care packages to Operation Yellow Ribbon to send to our troops overseas.

Thanks to our clients’ generous donations, we were able to collect scores of snacks and other treats that contributed to the 58,532 pounds of goodies Operation Yellow Ribbon sent to our troops overseas in 2018!

Thank you for your generosity!