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

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.

Past Events

November 3, 2020

12:00p - 1:00p

Zoom

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