100+ Events Every Year
Learn more about our events!
Expand Your
Financial Knowledge
We strongly believe in client education and seek to provide a wealth of information you’re not likely to receive when discussing wealth management decisions with your accountant or banker. We host a variety of educational events to help families transform how they view their financial future.
ATTEND OUR Be Retirement Ready Workshop
Attend an in-person workshop on topics such as:
- • How to avoid the most common retirement pitfalls
- • Smart strategies for Social Security
- • Ways to generate reliable income
- • How taxes can affect your retirement income
- • What Medicare doesn't cover
- • Questions to ask any advisor
*Register to receive information about the workshop.
ATTEND OUR Client Social Events
From holiday parties to movie nights, we host several social events each year where we can gather together, have some fun and show our gratitude for our clients.
Some of our past events include:
- • Valentine’s parties
- • Annual picnics
- • Halloween costume parties
- • Movie nights
- • Christmas parties
PARTNER WITH US Lunch N' Learn
Share your advisor’s knowledge with a group of your colleagues, co-workers or friends over lunch.