Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. 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

April 26, 2023

4:00p - 5:00p

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Medicare Made Clear Webinar

Please join us for our upcoming Medicare Made Clear Webinar provided by our guest speaker & Medicare Expert, Brian McArthur! We know navigating Medicare enrollment can be challenging and overwhelming, but we have a fix for you. Our trusted Medicare Expert, Brian, will give you a presentation that will help take the pain out of the enrollment process.

October 25, 2022

4:00p - 5:00p

Volatility in The Market Webinar

Please join us for our upcoming Volatility in The Market Webinar! This virtual webinar is made to remind all of you how our strategy helps protect you from short-term volatility. This event is open to all, so feel free to send the link over to your friends or family members who may be interested!

October 21, 2020

3:00p - 4:00p

Zoom Webinar Register for information

October 5, 2020

3:00p - 4:00p

Zoom Webinar

September 8, 2020

3:00p - 4:00p


August 25, 2020

4:00p - 5:00p

Zoom Webinar

July 9, 2020

3:00p - 4:00p

Zoom Webinar Link to be provided upon registration

Estate Planning & Tax Planning- The impact of the Secure Act and Cares Act

The two things we know we can count on is Death and Taxes. Planning ahead is vital to maximize your portfolio's efficiency.

Event Registration