Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
November 5, 2022
10:00a - 12:00p
The Delaney House
Brunch Seminar: Prepping for Retirement
Join Us for Brunch to Discuss Why It's Important to Plan For Retirement Now
July 23, 2022
11:00a - 2:00p
Summit View Banquet & Meeting House
Client Appreciation Summer BBQ
Come join us for an afternoon of delicious food and family fun.
May 23, 2022
6:00p - 6:15p
Zoom Virtual Meetings
Webinar: Current Market Conditions & Ideas for Moving Forward
A brief discussion on recent market behavior, ideas to consider, and how we can work together to best meet your financial needs.
March 26, 2022
10:00a - 12:00p
The Delaney House
Brunch Seminar: Financial Wellness
Join Us for Brunch and Sharpen Your Financial Wellness
October 29, 2020
4:00p - 4:30p
Zoom Virtual Meetings
Virtual Seminar: Don't Vote with Your Portfolio
A discussion about the current election landscape and the factors that could decide the election. Let's review the possible implications and risks posed by the election. What does this for the markets and more importantly, your investments?
October 3, 2020
12:00p - 1:00p
The Delaney House
Brunch Seminar: 30 Minutes on Medicare Basics
Join Us for Brunch and Learn What Baby Boomers Need to Know About Medicare.
November 16, 2019
12:00p - 2:00p
The Delaney House
Brunch Seminar: Savvy Social Security Planning
Join Us for Brunch and Learn What Baby Boomers Need to Know to Help Maximize Retirement Income