Broker Check


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 10, 2022

6:30p - 8:30p

The Bistro

Optimizing Your Tax Strategy

We will be covering various topics including upcoming tax law changes, retirement tax risks, creating tax-efficient income and overall retirement tax strategies.

Event Registration