Events
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
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.