We host informative and inspiring events locally, as well as across the country for our out-of-town clients. Our guest speakers have included economists, authors and retired members of the military. We invite you to join us and bring a friend if you wish. We also host an annual client appreciation event that you and your family are always invited to attend.
Additionally, if you have college students in the family, we extend an offer for them to attend a financial planning session before they graduate. The objective of this meeting is to provide valuable insight for their financial future and teach them practical issues such as how to get a loan, purchase a home and save for retirement.