---
title: Events
description: View the current events from Planning Alternatives.
---

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#### True Wealth Assessment

![PA-Blog_MoneyPersonality-min](https://planningalt.com/hs-fs/hubfs/PA-Blog_MoneyPersonality-min.jpg?width=400&height=224&name=PA-Blog_MoneyPersonality-min.jpg)

Everyone has their own unique relationship with money. Take this quiz to uncover the unconscious beliefs and emotional patterns that can drive your financial decisions. 

[Start Now](https://planningalt.com/true-wealth-assessment?hsLang=en)

*Takes 2-3 minutes.*

#### Money Personality Quiz

![PA-Blog_MoneyPersonality-min](https://planningalt.com/hs-fs/hubfs/PA-Blog_MoneyPersonality-min.jpg?width=1200&height=672&name=PA-Blog_MoneyPersonality-min.jpg)

True Wealth isn’t just about your financial portfolio. It encompasses everything that makes life rich and vibrant. Take the assessment to see where you are on your journey.

[Start now](https://planningalt.com/true-wealth-assessment?hsLang=en)

*Takes 7-8 minutes.*

# Current events

#### Currently there are no upcoming events. Stay tuned for new events posted regularly! 

[![WomenWealth3](https://planningalt.com/hs-fs/hubfs/WomenWealth3.jpg?width=1023&height=774&name=WomenWealth3.jpg)](https://planningalt.com/event-women-wealth?hsLang=en)

## Women & Wealth Lunch Series

#### Join us in person in Jackson Hole, WY for this Three-Part Framework for Financial Confidence and True Wealth 

Fall 2026

[REGISTER](https://planningalt.com/event-women-wealth?hsLang=en)

![divider-LightBrown](https://planningalt.com/hs-fs/hubfs/divider-LightBrown.png?width=504&height=2&name=divider-LightBrown.png)

## Archived events

[![Candice_Tse](https://planningalt.com/hs-fs/hubfs/Candice_Tse.jpg?width=1200&height=910&name=Candice_Tse.jpg)](https://planningalt.com/insights/outlook-2026-the-future-is-now-event?hsLang=en)

## Market Perspectives: Timely Insights into Global Markets

#### with Candice Tse from Goldman Sachs 

Thursday, May 14

[READ RECAP](https://planningalt.com/insights/market-perspectives-timely-insights-into-global-markets-with-candice-tse-from-goldman-sachs?hsLang=en)

[![PA-Events-Outlook2026-Rajeev-Kapur-min (2)](https://planningalt.com/hs-fs/hubfs/PA-Events-Outlook2026-Rajeev-Kapur-min%20(2).jpg?width=1200&height=910&name=PA-Events-Outlook2026-Rajeev-Kapur-min%20(2).jpg)](https://planningalt.com/insights/outlook-2026-the-future-is-now-event?hsLang=en)

## Outlook 2026: The Future is Now

#### A Planning Alternatives sponsored event with Rajeev Kapur & Nathan Mersereau 

Thursday, January 22

[View Event Recording](https://planningalt.com/insights/outlook-2026-the-future-is-now-event?hsLang=en)

[![PA-Events-SeasonFair-min](https://planningalt.com/hs-fs/hubfs/PA-Events-SeasonFair-min.jpg?width=1200&height=910&name=PA-Events-SeasonFair-min.jpg)](https://planningalt.com/season-contemporary-art-fair?hsLang=en)

## Season Contemporary Art Fair

#### A Planning Alternatives sponsored event with panelist Nathan Mersereau 

Saturday, September 27

[![PA-Events-Unraveling-Medicare-min](https://planningalt.com/hs-fs/hubfs/PA-Events-Unraveling-Medicare-min.jpg?width=1200&height=910&name=PA-Events-Unraveling-Medicare-min.jpg)](https://planningalt.com/unraveling-medicare-with-joanne-giardini-russell?hsLang=en)

## Unraveling Medicare

#### A webinar and live Q&A with Joanne Giardini-Russell of Giardini Medicare Hosted by Planning Alternatives

Wednesday, September 10, 2025

[View webinar recording](https://planningalt.com/insights/unraveling-medicare-with-joanne-giardini-russell?hsLang=en)

[![PA-Events-DreamCruise-min](https://planningalt.com/hs-fs/hubfs/PA-Events-DreamCruise-min.jpg?width=1200&height=910&name=PA-Events-DreamCruise-min.jpg)](https://planningalt.com/what-in-the-world-is-going-on-webinar-jeffrey-kleintop?hsLang=en)

## Woodward Dream Cruise

##### A front-row view of one of Michigan’s most iconic automotive events.

Saturday, August 16, 2025

[![Jeffrey Kleintop](https://planningalt.com/hs-fs/hubfs/PA-Events_Jeffrey-Kleintop3-min.jpg?width=1200&height=910&name=PA-Events_Jeffrey-Kleintop3-min.jpg)](https://planningalt.com/what-in-the-world-is-going-on-webinar-jeffrey-kleintop?hsLang=en)

## What in the World Is Going On?

##### A Webinar and live Q&A with Jeffrey Kleintop, Managing Director, Chief Global Strategist, Charles Schwab and Nathan Mersereau, CEO, Planning Alternatives

Thursday, May 22, 2025

[View Webinar Recording](https://planningalt.com/insights/event-archive-jeffrey-kleintop?hsLang=en)

![Outlook 2025: Blue Zone Solutions for a Longer Life with Dan Buettner](https://planningalt.com/hs-fs/hubfs/PA_Events_Outlook_BlueZones3-min.jpg?width=1200&height=910&name=PA_Events_Outlook_BlueZones3-min.jpg)

## Outlook 2025: Blue Zone Solutions for a Longer Life with Dan Buettner

Wednesday, January 29, 2025

Birmingham, MI, Sarasota, FL, Naples, FL, Jackson Hole, WY, and Online

[View Webinar Recording & Resources](https://planningalt.com/insights/event-archive-outlook-2025?hsLang=en)

![PA-Events_TrueWealth](https://planningalt.com/hs-fs/hubfs/PA-Events_TrueWealth-min.jpg?width=1200&height=910&name=PA-Events_TrueWealth-min.jpg)

## Shift Your Money Mindset

##### A live webinar with Dr. Julie Colwell and Nathan Mersereau

Tuesday November 12, 2024

[View Webinar Recording & Resources](https://planningalt.com/insights/shift-your-money-mindset-event-archive?hsLang=en)

### Let’s connect.

We’d love to talk about what you and your family need and how we can help.

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