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