Broker Check

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. 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

November 15, 2022

5:30p - 7:00p

online webinar

Charitable Giving: How to Build Your Impact

Charitable Giving: How to Build Your Impact by building a charitable legacy; understanding the benefits of giving strategically and considering various giving vehicles and strategies

October 27, 2022

5:30p - 7:00p

Online webinar

Foundations of Estate Planning

Learn the advantages of an estate plan. Minimize the probate process, protect beneficiaries, reduce estate taxes and protect assets.

September 22, 2022

5:30p - 7:00p

Online webinar

Tax Strategies Online Presentation

Learn about the latest tax law changes and which investments and tools can help you manage your tax liability.

March 24, 2022

5:30p - 7:00p

Online webinar

Securing Your Retirement

Join us online to hear about the advantages of waiting to draw Social Security, spousal benefits and the rules of retirement benefits.

February 24, 2022

5:30p - 7:00p

Online webinar

State of the Markets webinar

Join us online for a comprehensive review of market activity in 2021 and a look at what may happen in 2022.

November 11, 2021

5:30p - 7:00p

Online webinar

Estate Planning and Death Taxes webinar

Planning for your family’s financial future can be quite a challenging task. Everyone should begin planning for their future, not just retirement, but what if you or your spouse dies. What will happen to you, to your family?

October 28, 2021

5:30p - 7:00p

Online webinar

Faith Walk with Kristin and Peter

Through a series of personal stories, Kristin will talk about dedicating her work-life to God, leaving a 15-year career for the unexpected, walking the Camino de Santiago.

September 23, 2021

5:30p - 6:30p

Online webinar

Tax Strategies

Learn about the latest tax law changes and which investments and tools can help you manage your tax liability.

August 26, 2021

5:30p - 6:30p

Online webinar

An All-Weather Approach to Investing

The market tends to reward long-term investors. Learn the keys to diversification and why "time in the market" vs. "timing the market" matters for your long-term goals.

June 10, 2021

6:00p - 7:00p

Online webinar

Mid-Year Market Update by First Trust

We will discuss investing in equities in the current climate and maintaining a long-term perspective in volatile times.

May 6, 2021

5:30p - 7:00p

Online webinar

Preparing for the Rising Costs of Care

Preparing for long-term care expenses now can help you focus on the things you  love in retirement.

April 8, 2021

6:00p - 7:00p

Online webinar

American Funds Webinar - "Investing in an Uncertain Market"

You’re invited to attend a webinar by American Funds, “Investing in an Uncertain Market”, that will highlight actionable investment strategies to help you stay committed to your long-term financial goals.

March 25, 2021

5:30p - 7:00p

Online webinar

Securing Your Retirement

We will cover the advantages of waiting to draw Social Security, spousal benefits, age differences of spouses, and the rules of retirement benefits. The presentation is worth attending for anyone within a few years of retiring.

February 25, 2021

5:30p - 6:30p

Online webinar

State of the Markets webinar

Join us for a comprehensive review of market activity in 2020 and a look at what may happen in 2021.

December 15, 2020

5:30p - 7:00p

In person: Ti Amo Ristorante Italiano *Requires RSVP by 12/9 via phone or email*

November 19, 2020

5:30p - 6:00p

Zoom

Event Registration