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Events

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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

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March 

Home Healthcare: More Affordable Than You Might Think?

Multimedia soul-fest on Motown, The Definition of Soul

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April 

Inaugural Tax Day Blood Drive

Shred Day: Clean Out Those Files

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July 

TBA

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September 

College Tuition Negotiation Refresher

Multimedia folk party on Paul Simon

2nd Annual Halfway to St. Patrick’s Day Charity Golf Invitational. Register Here.

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November

Donor Advised Funds: A Smarter Way to Give to Charity?

Multimedia celebration of the baritone stylings of James Taylor