top of page
Events
Home >> Events
2021
Wealth management or financial planning means different things to different people. Some clients want to focus on retirement readiness, and others are interested in a comprehensive relationship, including coordination with their tax, legal and other advisors. As an independent firm, we are not restricted by a corporate “Approved List” of services. We encourage our clients to share with us any need. To get a better sense of some of the topics we cover, check out our calendar of events – an intentional mix of financial perspectives, strategies, entertainment, and maybe even some fun:
January
The Year Ahead: Stocks, Bonds & Markets
Guest: Bob Carey, Chief Market Strategist, First Trust Advisors
.jpeg)
March
Home Healthcare: More Affordable Than You Might Think?
Multimedia soul-fest on Motown, The Definition of Soul
April
Inaugural Tax Day Blood Drive
Shred Day: Clean Out Those Files
July
TBA
September
College Tuition Negotiation Refresher
Multimedia folk party on Paul Simon
2nd Annual Halfway to St. Patrick’s Day Charity Golf Invitational. Register Here.
November
Donor Advised Funds: A Smarter Way to Give to Charity?
Multimedia celebration of the baritone stylings of James Taylor
bottom of page