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
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.