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Decorated Event Table

Events & Workshops

We believe in the power of knowledge. This is why we often host educational workshops to empower the local community with the tools and information they need to make smarter financial decisions.

Who would benefit from attending these events?

These public sessions are created to help people with the following common circumstances…


New Retirees

If you are recently retired but still need to make important financial decisions, attend one of our events so those decisions can be well informed.

Approaching Retirement

Are you thinking about retirement? Do you need answers in order to map out your retirement plans? Do you need retirement peace of mind?

High Net Worth Individuals & Families

If you have significant assets, you must take the proper steps to protect those assets for the rest of your life and for future generations.

Dinner Outside

Upcoming Events

No events at the moment

Rather meet  one-on-one? 

Send us a message to schedule a meeting with one of our associates and create your financial strategy today.


Call us at  (800) 570-5711 

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