We regularly hold community events to provide financial education to retirees and pre-retirees in our local areas. Check out some of our upcoming events below and sign up, or view some of our past events in our photo gallery.

Upcoming Event Dates

Sorry, there are no upcoming events.

Recurring Events

First Fridays

Our First Fridays events are held on the first Friday of every month to give our clients the opportunity to ask questions about their portfolio or to talk about financial concerns and issues. Each month is a different topic, so be on the lookout for a topic you’re interested in. Light refreshments will be served.

Retirement Today

Forget everything you were told about retirement.

Retiring has changed from what it used to be. Many retirees in the past depended on a pension or Social Security, but the baby-boom generation and on likely won’t be able to depend on just that. Fresh challenges have created a new retirement landscape, and retirees are looking for true education.

At Retirement Today, you’ll discover information about:

  • IRAs
  • The new federal tax code and standard deductions.
  • Social Security and “taxation surprise.”
  • A wide variety of financial tools and retirement income.
  • Health care, long-term care, life insurance, and estate planning.
  • Market volatility and the potential danger.
  • How to leave your legacy to loved ones.

Giving Back

We believe in giving back to our community that’s given us so much.
Check out the video below to learn more about how we give back.