Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
* If you are interested in attending, please go to the "Contact Us" section of our website and request an invitation.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
November 5, 2020
6:00p - 7:00p
Social Security - Virtual Seminar
Maximizing Social Security - Virtual Seminar
This hour will provide a workshop for informational or educational purposes only and does not provide investment advice or recommendations about managing or investing your retirement savings.
October 7, 2020
6:00p - 7:00p
Virtual Seminar
An Alternative that can provide downside market protection
In this presentation, we will discuss one alternative. This alternative can provide downside protection, and at the same time, allow you to participate on the upside.