Upcoming Events List

Ready to turn financial understanding into confident action?

Click on an event listing to learn more, then click the registration button to request attendance.

Our Upcoming Events

Annuity Specialization & Income Planning - July 15, 2026
$0.00

Join us for a special client educational event focused on annuity strategies and retirement income planning. We'll discuss ways to create reliable retirement income, navigate today's market environment, and explore how annuities may fit into an overall retirement strategy. We're also excited to welcome you to our new office and share our new space with you. Following the presentation, enjoy a catered dinner and an opportunity to connect with our team. This event is for current clients only.

Plan Well, Retire Well Seminar at Blue Grillhouse - Tues. July 21 & Thurs. July 23
$0.00

You are cordially invited to an informative dinner event for area residents who are retired or nearing retirement. There is no obligation to attend this informative and entertaining event. Enjoy a complimentary dinner served after the presentation. Local financial advisor, Shawn Leayman, will discuss his techniques and strategies to help you preserve your capital, get more income, decrease your risk and reduce your tax burden. Anyone is welcome!

Plan Well, Retire Well Seminar at Brookside Country Club - Tues. July 28 & Thurs. July 30
$0.00

You are cordially invited to an informative dinner event for area residents who are retired or nearing retirement. There is no obligation to attend this informative and entertaining event.

Enjoy a complimentary dinner served after the presentation.

Local financial advisor, Shawn Leayman, will discuss his techniques and strategies to help you preserve your capital, get more income, decrease your risk and reduce your tax burden.


Dinner Seminar at Surv Restaurant
Apr
30

Dinner Seminar at Surv Restaurant

Join the Strategic Wealth Alliance Group for a focused, educational experience at Surv Restaurant in Easton, PA- designed to empower you to break free and stay free. We operate on the foundational belief that every financial decision either buys back time or steals it quietly.


This event is dedicated to delivering the clarity needed to remove uncertainty, allowing your energy to go toward family, faith, purpose, and peace. We are unshakeable, trusted, and unconventional, rejecting the industry’s cookie-cutter plans.


As an independent fiduciary firm, we use our proprietary Lion-Hearted Process™ to build strategies as fearless as your dreams.

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Dinner Seminar at Surv Restaurant
Apr
28

Dinner Seminar at Surv Restaurant

Join the Strategic Wealth Alliance Group for a focused, educational experience at Surv Restaurant in Easton, PA- designed to empower you to break free and stay free. We operate on the foundational belief that every financial decision either buys back time or steals it quietly.


This event is dedicated to delivering the clarity needed to remove uncertainty, allowing your energy to go toward family, faith, purpose, and peace. We are unshakeable, trusted, and unconventional, rejecting the industry’s cookie-cutter plans.


As an independent fiduciary firm, we use our proprietary Lion-Hearted Process™ to build strategies as fearless as your dreams.

View Event →
Educational Workshop at Lower Macungie Community Center
Apr
23

Educational Workshop at Lower Macungie Community Center

Are you ready to move beyond traditional, passive advising and gain practical control over your financial future?


Join Strategic Wealth Alliance Group for a focused educational workshop at the
Lower Macungie Community Center designed for individuals who crave clarity and conviction in their retirement planning. We operate on the foundational belief that time well-planned becomes freedom, and we are committed to helping you break free and stay free from anxiety and outdated strategies.


Our workshops provide deep, actionable insights into managing the
five crucial worlds of financial management.

View Event →
Educational Workshop at Lower Macungie Community Center
Apr
21

Educational Workshop at Lower Macungie Community Center

Are you ready to move beyond traditional, passive advising and gain practical control over your financial future?


Join Strategic Wealth Alliance Group for a focused educational workshop at the
Lower Macungie Community Center designed for individuals who crave clarity and conviction in their retirement planning. We operate on the foundational belief that time well-planned becomes freedom, and we are committed to helping you break free and stay free from anxiety and outdated strategies.


Our workshops provide deep, actionable insights into managing the
five crucial worlds of financial management.

View Event →
Dinner Seminar at Maggiano’s Little Italy
Apr
16

Dinner Seminar at Maggiano’s Little Italy

Join the Strategic Wealth Alliance Group for a focused, educational experience at Maggiano’s Little Italy in Bridgewater, NJ- designed to empower you to break free and stay free. We operate on the foundational belief that every financial decision either buys back time or steals it quietly.


This event is dedicated to delivering the clarity needed to remove uncertainty, allowing your energy to go toward family, faith, purpose, and peace. We are unshakeable, trusted, and unconventional, rejecting the industry’s cookie-cutter plans.


As an independent fiduciary firm, we use our proprietary Lion-Hearted Process™ to build strategies as fearless as your dreams.

View Event →
Dinner Seminar at Maggiano’s Little Italy
Apr
15

Dinner Seminar at Maggiano’s Little Italy

Join the Strategic Wealth Alliance Group for a focused, educational experience at Maggiano’s Little Italy in Bridgewater, NJ- designed to empower you to break free and stay free. We operate on the foundational belief that every financial decision either buys back time or steals it quietly.


This event is dedicated to delivering the clarity needed to remove uncertainty, allowing your energy to go toward family, faith, purpose, and peace. We are unshakeable, trusted, and unconventional, rejecting the industry’s cookie-cutter plans.


As an independent fiduciary firm, we use our proprietary Lion-Hearted Process™ to build strategies as fearless as your dreams.

View Event →
Dinner Seminar at Mountain View Chalet
Apr
9

Dinner Seminar at Mountain View Chalet

Join the Strategic Wealth Alliance Group for a focused, educational experience at Mountain View Chalet designed to empower you to break free and stay free. We operate on the foundational belief that every financial decision either buys back time or steals it quietly.


This event is dedicated to delivering the clarity needed to remove uncertainty, allowing your energy to go toward family, faith, purpose, and peace. We are unshakeable, trusted, and unconventional, rejecting the industry’s cookie-cutter plans.


As an independent fiduciary firm, we use our proprietary Lion-Hearted Process™ to build strategies as fearless as your dreams.

View Event →
Dinner Seminar at Mountain View Chalet
Apr
7

Dinner Seminar at Mountain View Chalet

Join the Strategic Wealth Alliance Group for a focused, educational experience at Mountain View Chalet designed to empower you to break free and stay free. We operate on the foundational belief that every financial decision either buys back time or steals it quietly.


This event is dedicated to delivering the clarity needed to remove uncertainty, allowing your energy to go toward family, faith, purpose, and peace. We are unshakeable, trusted, and unconventional, rejecting the industry’s cookie-cutter plans.


As an independent fiduciary firm, we use our proprietary Lion-Hearted Process™ to build strategies as fearless as your dreams.

View Event →
Dinner Seminar at Melt
Mar
24

Dinner Seminar at Melt

Join the Strategic Wealth Alliance Group for a focused, educational experience at Melt, at Promenade Saucon Valley, designed to empower you to break free and stay free. We operate on the foundational belief that every financial decision either buys back time or steals it quietly.


This event is dedicated to delivering the clarity needed to remove uncertainty, allowing your energy to go toward family, faith, purpose, and peace. We are unshakeable, trusted, and unconventional, rejecting the industry’s cookie-cutter plans.


As an independent fiduciary firm, we use our proprietary Lion-Hearted Process™ to build strategies as fearless as your dreams.

View Event →
Dinner Seminar at Melt
Mar
23

Dinner Seminar at Melt

Join the Strategic Wealth Alliance Group for a focused, educational experience at Melt, at Promenade Saucon Valley, designed to empower you to break free and stay free. We operate on the foundational belief that every financial decision either buys back time or steals it quietly.


This event is dedicated to delivering the clarity needed to remove uncertainty, allowing your energy to go toward family, faith, purpose, and peace. We are unshakeable, trusted, and unconventional, rejecting the industry’s cookie-cutter plans.


As an independent fiduciary firm, we use our proprietary Lion-Hearted Process™ to build strategies as fearless as your dreams.

View Event →
Educational Workshop at Lehigh Carbon Community College
Mar
19

Educational Workshop at Lehigh Carbon Community College

Are you ready to move beyond traditional, passive advising and gain practical control over your financial future?


Join Strategic Wealth Alliance Group at Lehigh Carbon Community College in Room 202 for a focused educational workshop designed for individuals who crave clarity and conviction in their retirement planning. We operate on the foundational belief that
time well-planned becomes freedom, and we are committed to helping you break free and stay free from anxiety and outdated strategies.


Our workshops provide deep, actionable insights into managing the
five crucial worlds of financial management.

View Event →
Educational Workshop at Lehigh Carbon Community College
Mar
17

Educational Workshop at Lehigh Carbon Community College

Are you ready to move beyond traditional, passive advising and gain practical control over your financial future?


Join Strategic Wealth Alliance Group at Lehigh Carbon Community College in Room 202 for a focused educational workshop designed for individuals who crave clarity and conviction in their retirement planning. We operate on the foundational belief that
time well-planned becomes freedom, and we are committed to helping you break free and stay free from anxiety and outdated strategies.


Our workshops provide deep, actionable insights into managing the
five crucial worlds of financial management.

View Event →
Dinner Seminar at Moselem Springs Golf Club
Mar
12

Dinner Seminar at Moselem Springs Golf Club

Join the Strategic Wealth Alliance Group for a focused, educational experience at Moselem Springs Golf Club designed to empower you to break free and stay free. We operate on the foundational belief that every financial decision either buys back time or steals it quietly.


This event is dedicated to delivering the clarity needed to remove uncertainty, allowing your energy to go toward family, faith, purpose, and peace. We are unshakeable, trusted, and unconventional, rejecting the industry’s cookie-cutter plans.


As an independent fiduciary firm, we use our proprietary Lion-Hearted Process™ to build strategies as fearless as your dreams.

View Event →
Dinner Seminar at Moselem Springs Golf Club
Mar
10

Dinner Seminar at Moselem Springs Golf Club

Join the Strategic Wealth Alliance Group for a focused, educational experience at Moselem Springs Golf Club designed to empower you to break free and stay free. We operate on the foundational belief that every financial decision either buys back time or steals it quietly.


This event is dedicated to delivering the clarity needed to remove uncertainty, allowing your energy to go toward family, faith, purpose, and peace. We are unshakeable, trusted, and unconventional, rejecting the industry’s cookie-cutter plans.


As an independent fiduciary firm, we use our proprietary Lion-Hearted Process™ to build strategies as fearless as your dreams.

View Event →
Dinner Seminar at Kingfish Bistro
Feb
26

Dinner Seminar at Kingfish Bistro

Join the Strategic Wealth Alliance Group for a focused, educational experience at Kingfish Bistro designed to empower you to break free and stay free. We operate on the foundational belief that every financial decision either buys back time or steals it quietly.


This event is dedicated to delivering the clarity needed to remove uncertainty, allowing your energy to go toward family, faith, purpose, and peace. We are unshakeable, trusted, and unconventional, rejecting the industry’s cookie-cutter plans.


As an independent fiduciary firm, we use our proprietary Lion-Hearted Process™ to build strategies as fearless as your dreams.

View Event →
Dinner Seminar at Kingfish Bistro
Feb
24

Dinner Seminar at Kingfish Bistro

Join the Strategic Wealth Alliance Group for a focused, educational experience at Kingfish Bistro designed to empower you to break free and stay free. We operate on the foundational belief that every financial decision either buys back time or steals it quietly.


This event is dedicated to delivering the clarity needed to remove uncertainty, allowing your energy to go toward family, faith, purpose, and peace. We are unshakeable, trusted, and unconventional, rejecting the industry’s cookie-cutter plans.


As an independent fiduciary firm, we use our proprietary Lion-Hearted Process™ to build strategies as fearless as your dreams.

View Event →
Educational Workshop at Muhlenberg College
Feb
19

Educational Workshop at Muhlenberg College

Are you ready to move beyond traditional, passive advising and gain practical control over your financial future?


Join Strategic Wealth Alliance Group for a focused educational workshop at
Muhlenberg College designed for individuals who crave clarity and conviction in their retirement planning. We operate on the foundational belief that time well-planned becomes freedom, and we are committed to helping you break free and stay free from anxiety and outdated strategies.


Our workshops provide deep, actionable insights into managing the
five crucial worlds of financial management.

View Event →
Educational Workshop at Muhlenberg College
Feb
17

Educational Workshop at Muhlenberg College

Are you ready to move beyond traditional, passive advising and gain practical control over your financial future?


Join Strategic Wealth Alliance Group for a focused educational workshop at
Muhlenberg College designed for individuals who crave clarity and conviction in their retirement planning. We operate on the foundational belief that time well-planned becomes freedom, and we are committed to helping you break free and stay free from anxiety and outdated strategies.


Our workshops provide deep, actionable insights into managing the
five crucial worlds of financial management.

View Event →
Dinner Seminar - Glasbern Inn
Feb
12

Dinner Seminar - Glasbern Inn

Join the Strategic Wealth Alliance Group at the Glasbern Inn for a focused, educational experience designed to empower you to break free and stay free. We operate on the foundational belief that every financial decision either buys back time or steals it quietly.


This event is dedicated to delivering the clarity needed to remove uncertainty, allowing your energy to go toward family, faith, purpose, and peace. We are unshakeable, trusted, and unconventional, rejecting the industry’s cookie-cutter plans.


As an independent fiduciary firm, we use our proprietary Lion-Hearted Process™ to build strategies as fearless as your dreams.

View Event →
Dinner Seminar - Glasbern Inn
Feb
10

Dinner Seminar - Glasbern Inn

Join the Strategic Wealth Alliance Group at the Glasbern Inn for a focused, educational experience designed to empower you to break free and stay free. We operate on the foundational belief that every financial decision either buys back time or steals it quietly.


This event is dedicated to delivering the clarity needed to remove uncertainty, allowing your energy to go toward family, faith, purpose, and peace. We are unshakeable, trusted, and unconventional, rejecting the industry’s cookie-cutter plans.


As an independent fiduciary firm, we use our proprietary Lion-Hearted Process™ to build strategies as fearless as your dreams.

View Event →
Educational Workshop - Bethlehem Public Library
Feb
4

Educational Workshop - Bethlehem Public Library

Are you ready to move beyond traditional, passive advising and gain practical control over your financial future?


Join Strategic Wealth Alliance Group in the Laros Room of the Bethlehem Public Library for a focused educational workshop designed for individuals who crave clarity and conviction in their retirement planning. We operate on the foundational belief that
time well-planned becomes freedom, and we are committed to helping you break free and stay free from anxiety and outdated strategies.


Our workshops provide deep, actionable insights into managing the
five crucial worlds of financial management.

View Event →
Educational Workshop - Bethlehem Public Library
Feb
3

Educational Workshop - Bethlehem Public Library

Are you ready to move beyond traditional, passive advising and gain practical control over your financial future?


Join Strategic Wealth Alliance Group in the Laros Room of the Bethlehem Public Library for a focused educational workshop designed for individuals who crave clarity and conviction in their retirement planning. We operate on the foundational belief that
time well-planned becomes freedom, and we are committed to helping you break free and stay free from anxiety and outdated strategies.


Our workshops provide deep, actionable insights into managing the
five crucial worlds of financial management.

View Event →
Dinner Seminar - Woodstone Country Club
Jan
29

Dinner Seminar - Woodstone Country Club

Join the Strategic Wealth Alliance Group at the Woodstone Country Club for a focused, educational experience designed to empower you to break free and stay free. We operate on the foundational belief that every financial decision either buys back time or steals it quietly.


This event is dedicated to delivering the clarity needed to remove uncertainty, allowing your energy to go toward family, faith, purpose, and peace. We are unshakeable, trusted, and unconventional, rejecting the industry’s cookie-cutter plans.


As an independent fiduciary firm, we use our proprietary Lion-Hearted Process™ to build strategies as fearless as your dreams.

View Event →
Dinner Seminar - Woodstone Country Club
Jan
27

Dinner Seminar - Woodstone Country Club

Join the Strategic Wealth Alliance Group at the Woodstone Country Club for a focused, educational experience designed to empower you to break free and stay free. We operate on the foundational belief that every financial decision either buys back time or steals it quietly.


This event is dedicated to delivering the clarity needed to remove uncertainty, allowing your energy to go toward family, faith, purpose, and peace. We are unshakeable, trusted, and unconventional, rejecting the industry’s cookie-cutter plans.


As an independent fiduciary firm, we use our proprietary Lion-Hearted Process™ to build strategies as fearless as your dreams.

View Event →