Broker Check


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

April 29, 2021

12:00p - 1:00p


3 Easy Ways to Improve Cash Flow for Your Business

Do you have a handle on your cash flow management? Profits don’t equal cash flow, and just making a profit isn’t enough to guarantee long-term success. Implementing measures to improve cash flow is integral to your business’s long-term success and health.

March 31, 2021

7:00p - 8:00p

Beaches Vineyard

Living a Centsible Life: Financial Stewardship

In this presentation, we’ll take a look at some basic financial management concerns. While there’s no such thing as a “one-size-fits-all” financial plan, this overview should assist you in thinking about your own needs. We'll cover topics like setting goals, budgeting, and how to open and manage a bank account. 

March 18, 2021

6:00p - 7:00p


5 Investment Themes Business Owners Can’t Miss in 2021

Today's markets offer many opportunities for long-term investors. However, business owners need to be able to separate the news from the noise. We will cover 5 themes you should be aware o fthat could influence investment choices and affect the performance of your portfolio.

February 18, 2021

12:00p - 1:00p


Keys to Investing For Retirement

No matter what our occupations, most of us share a common goal of a comfortable retirement. Almost everyone looks forward to the day when they can retire and enjoy more free time. And so, the investment decisions we make in preparation for that retirement are crucial. On Thursday, February 18 at 12 pm via Zoom, Jason Fuchs will discuss Keys to Investing for Retirement. We are limited to 100 attendees, and these "cloud" seats will go fast. I don’t want you to miss out! Please register today at

January 14, 2021

12:00p - 1:00p


Principles of Preserving Wealth

Not having an estate plan in place is one of the biggest mistakes someone can make, directly impacting his/her loved ones in ways he/she never anticipated. Thoughts that estate plans are too expensive to create, or that you only need one if you’re a millionaire couldn’t be further from the truth!

December 10, 2020

12:00p - 1:00p

Webinar - Zoom

Year End Tax Management Strategies

Understanding tax strategies and managing your tax bill are an integral part of a sound financial approach. This webinar will help you prepare and potentially reduce the impact of taxes on your overall investment returns. Join Zoom Meeting Meeting ID: 876 1003 0548 Passcode: meCu08

November 3, 2020

12:00p - 1:00p


The Value Of Income Planning Webinar

To the average person, preparing for a comfortable retirement can seem as intimidating as scaling a mountain. But you may apply certain strategies and techniques to reach the summit, climbing down will require a different method. The same is true for the phases of retirement. For example, you may encounter risks like longevity, sequence of returns, and rising health care costs during the income phase - and unless you address them, they could threaten the funds you've worked hard to save. Attend The Value Of Income Planning seminar to discover a simple process that can help you feel more confident about your retirement preparedness. Together we can: • Analyze your retirement situation • Understand potential retirement income risks • Evaluate your retirement income needs As you begin to explore the path to retirement, the Value Of Income Planning seminar can help you prepare for - and maneuver - the potential risks and solutions that may lie ahead.

October 27, 2020

6:00p - 7:00p

Del Webb eTown

The Value of Income Planning

Attend the Value of Income Planning seminar to discover a simple process that can help you feel more confident about your retirement preparedness.

Event Registration