Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call for additional details or register below.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

September 15, 2023

5:00p - 7:00p

2000 Vine Event Space

Exclusive Social Hour

This is an exclusive social event celebrating our clients and their guests. Join us for appetizers and drinks at the Historic 2000 Vine Event space.

April 6, 2023

5:30p - 7:00p

KC Public Library Waldo Branch Meeting Room A

Medicare 101

With the recent changes to Medicare, this is an event that you don’t want to miss! Bring your family, friends, and neighbors!

October 19, 2021

6:00p - 7:30p

ZOOM Video Conference

Women and Money

Join us for a virtual seminar hosted by Modern Horizons Wealth Advisors exploring the unique challenges women face in this economic climate.

July 27, 2021

12:00p - 1:00p

ZOOM Video Conference

The Basics of Estate Planning

Estate Planning Seminar

April 20, 2021

6:00p - 7:00p

ZOOM Video Conference

January 19, 2021

6:30p - 7:30p

ZOOM Video Conference

COVID-19 and the trend toward Responsible Investing

Join us as Scott Mackey from Calvert Investments provides an informative discussion about socially conscious investing.

November 17, 2020

6:30p - 7:30p

ZOOM Video Conference

September 1, 2020

7:00p - 8:00p

ZOOM Video Conference

Surviving 2020--A Virtual Seminar

A conversation about the current state of the economy and stock market and dissecting the disconnect between them with the LPL Research Market Update.

Event Registration