Broker Check

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

May 13, 2021

3:30p - 4:00p

Webinar via Zoom

The Countdown to Retirement Starts NOW

Will Smith once said if you stay ready, you don't have to get ready--that's especially true for retirement. Click on the event title for more information.

May 20, 2021

3:30p - 4:00p

Webinar via Zoom

Looking Beyond Social Security for Retirement Income Planning

The Good news? People are living longer these days which means you could enjoy more time in retirement. It also means retirement would cost more. Have you planned for that? Click on the event title for more information.

May 27, 2021

3:30p - 4:00p

Webinar via Zoom

Retirement Planning Strategies for Women

Ruth Bader Ginsburg had it right, women belong in all places where decisions are being made. That includes in the financial planning arena. Click on the event title for more information.

Past Events

May 6, 2021

3:30p - 4:00p

Webinar via Zoom

Debt Management & Student Loan Forgiveness

In 30 minutes or less you'll learn practical tips to reduce debt including tackling student loans. Click on the event title for more information.

April 29, 2021

3:30p - 4:00p

Webinar via Zoom

Maximizing Cash Flow for Today and Tomorrow

In 30 minutes or less you'll learn practical money management strategies that will make a difference. Click on the event title for more information.

Event Registration


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