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.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
October 28, 2020
8:00a - 9:00a
Zoom
October 27, 2020
4:00p - 5:00p
Zoom
October 22, 2020
4:00p - 5:00p
Zoom
August 27, 2020
4:00p - 5:00p
Zoom Meeting
Ensuring You Have Enough Income In Retirement
This enjoyable and informative session can help you start a retirement planning conversation that covers all the bases: your health, lifestyle, and relationships--as well as your finances.
August 26, 2020
4:00p - 5:00p
Zoom Meeting
Investing During COVID-19: We're We've Been and Where We're Headed
What action steps can you take right now to maximize the effects of the ongoing COVID19 recovery while managing risk along the way?
August 20, 2020
4:00p - 5:00p
Zoom Meeting
Ensuring You Have Enough Income In Retirement
Join us to learn key facts about retirement planning in today's economic environment, and potential solutions to help you address the primary retirement risks with guaranteed sources of income.
August 18, 2020
4:00p - 5:00p
Zoom Meeting
Investing Matters: Strategies You Can Use to Become a More Sucessful Investor
New to investing? Or would you just like to learn more about how to build a long-term investment plan based on time-tested principles to improve your odds of success?