Upcoming Events & News
Harvest Fest
SATURDAY · OCTOBER 31st · 10:00 - 3:00PM
REVELATION CRAFT BREWERY · 413 S Bedford Street
Join us for the 1st Annual Fall Fest that will bring our community together for a family friendly event that will showcase our small businesses, non-profits, craft & food vendors. There will be tricks & treats, fall fun activities, music and costume contest/parade all celebrating fall and Halloween.
Ladies Craft Night
THURSDAY · NOVEMBER 12, 2026 · 5:00 - 7:00PM
GEORGETOWN LIBRARY · MEETING ROOM B
Join us for a fun and festive evening as we create one-of-a-kind oyster shell ornaments. Light refreshments will be served and all supplied will be provided.
Registration is required to reserve your spot as space is limited. RSVP by November 9th.
Erin Winner, FPQP® has earned her Certified Plan Fiduciary Advisor (CPFA®) designation.
We're pleased to announce that Erin Winner has successfully passed the examination to receive the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors (NAPA).
Plan advisors who earn their CPFA® demonstrate the specialized knowledge required to act as a plan fiduciary or to help plan fiduciaries manage their roles and responsibilities. The Certified Plan Fiduciary Advisor (CPFA®) credential - developed by some of the nation's leading advisors and retirement plan experts - demonstrates knowledge, expertise, and commitment to working with retirement plans.
This designation is among the most recognized in the industry and focuses on building a sound fiduciary process. Certified Plan Fiduciary Advisor (CPFA®). By earning the CPFA, one can "demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities."
In addition to the CPFA®, Erin also actively holds the Financial Paraplanner Qualified Professional™ (FPQP®) designation.
Please join us in congratulating Erin on this accomplishment.
Element Wealth Planning Wins Emerging Small Business of the Year Award
We're thrilled to announce that Element Wealth Planning has been named Emerging Small Business of the Year!
This incredible recognition is a testament to the hard work and dedication of our amazing team. We are deeply grateful for this honor.
A big thank you to our clients, family, friends, and local community who support our vision and goals.