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

August 17, 2021

6:00p - 6:45p


Halftime Report 2021

The 2021 Halftime will discuss how each of the following is creating new winners and losers in the capital market: Inflation Taxes The Pandemic Shifting Economic Conditions Please join us for this informational webinar where we'll review results from the first half of the year and share forecasts around what may be in store for the future. We encourage you to invite friends and family whom you believe could benefit from this timely information.

June 22, 2021

6:00p - 7:00p


The Great Retirement Income Gap

What would happen in retirement if your needs unexpectedly changed and your expenses suddenly outpaced your budget? The difference between your income and your expenses is known as the retirement income gap — and it’s triggered most often by health conditions that require long-term care (LTC). You can’t predict when a chronic condition may develop, or how long it may affect your income. Take this opportunity to learn how Care Planning can help. We partner with the only place in the market to get the guarantee and security that your retirement may be protected, no matter how long you need LTC. How’s that for peace of mind? Join this webinar to find out how you may offset expenses and help protect your future.

April 17, 2021

10:00a - 2:00p

Behind Aquaventure

Shred Day

There's nothing more important than protecting your identity. Responsibly destroying sensitive documents is a smart way to stay safe. Please join me for Shred Day. Every ton of recycled paper saves 17 trees, so feel free to bring your friends and loved ones along! We will also have food trucks from Skylight Inn, Bill's Hot Dogs and Gwendy's Goodies. Each client will get a $10 food voucher. Please bring family and friends only clients will receive the $10 volcher, but they can shred for free.; Hope to see you there.

January 28, 2021

6:00p - 6:30p


State of the Markets

Join us as we analyze how the pandemic, politics, and shifting economics are creating new winners and losers in the capital markets. We encourage you to bring family and friends who want fresh perspectives on the markets and economy. Simply forward this link to anyone that wants to join!

Event Registration