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

More events are on the way! Check back soon for more information.

Past Events

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. 

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