Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional complimentary financial information. We offer informational seminars and guest speakers as well as educational handouts, reference materials and product literature. We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.
Our Calendar of Events - 2020Due to the current situation surrounding the COVID-19 pandemic, all Dinner & Informational events have been postponed until further notice. The health and safety of our community is a top priority. As soon as we are able to offer these events again, we will let everyone know.
In the meantime, stay tuned for future online webinar events covering key retirement planning topics.