Broker Check


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 23, 2020

4:00p - 5:30p

Online Zoom Webinar

Women, Money, & Power Webinar

Compared to women before you, you're more educated, earn a significantly higher income, and assume a more powerful role in the workplace. Despite all this tremendous progress, you might still be feeling somewhat financially insecure. Register now for our complimentary webinar event to: learn why you need a financial strategy, determine which of the five distinct financial personalities you identify with, and take the first steps to help you become more financially secure by developing your own financial strategy.

Event Registration

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