Broker Check

Events

Whether it’s keeping up with economic 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

March 7, 2023

6:30p - 8:30p

The Bistro

Taxes in Retirement Workshop

In-person workshop on tax-saving in retirement

March 2, 2023

6:30p - 8:30p

The Bistro

Taxes in Retirement Workshop

In-person workshop on tax-saving in retirement

February 17, 2023

10:30a - 11:00a

https://us02web.zoom.us/j/86938682396

State of the Markets 2023

Now is a great time to review how far the markets have come and talk about what might lay ahead

Event Registration