Broker Check

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. 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

September 22, 2022

6:00p - 7:00p

Saltgrass Steakhouse

Retirement Roadblocks: 7 Financial Risks to Avoid

Just like a memorable trip, a successful retirement begins with a well-thought-out strategy. As you begin traveling down the road to your retirement, or as you continue a retirement journey already begun, have you stopped to wonder what obstacles you may face? Click on the title above for more details and register now for this event!

September 20, 2022

6:00p - 7:00p

Saltgrass Steakhouse

Retirement Roadblocks: 7 Financial Risks to Avoid

Just like a memorable trip, a successful retirement begins with a well-thought-out strategy. As you begin traveling down the road to your retirement, or as you continue a retirement journey already begun, have you stopped to wonder what obstacles you may face? Click on the title above for more details and register now for this event!

May 17 - May 19, 2022

6:00p - 7:00p

Salt Grass Steakhouse

Retirement Roadblocks: 7 Financial Risks to Avoid

Just like a memorable trip, a successful retirement begins with a well-thought-out strategy. As you begin traveling down the road to your retirement, or as you continue a retirement journey already begun, have you stopped to wonder what obstacles you may face? Click on the title above for more details and register now for this event!

January 28, 2020

6:00p - 8:00p

135 PRIME

Income Allocation- Don't Outlive Your Retirement Savings

Do you have a plan to help ensure your retirement income lasts as long as you do?

January 23, 2020

6:00p - 8:00p

135 PRIME

Income Allocation- Don't Outlive Your Retirement Savings

Do you have a plan to help ensure your retirement income lasts as long as you do?

Event Registration