Broker Check


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

November 30, 2023

6:00p - 6:45p

Virtual meeting via Zoom

June 21, 2023

5:00p - 6:00p


Health Care and Your Retirement

Our presenter will be Julia Fuentes, Vice President, Vanguard Financial Advisor Services The focus of the presentation is on planning for health care costs in retirement. The information provided will help you make more informed decisions as you or loved ones approach Medicare eligibility.    Topics for discussion are: -How to plan for pre and post-retirement health care costs -The ABCs of Medicare and costly mistakes -What effects your Medicare premiums -Introduction to Medicare’s high income surcharge (IRMAA) -Long term care considerations

November 9, 2022

5:00p - 6:00p

Virtual Seminar

"Know Your Medicare Options" Virtual Seminar

"Know Your Medicare Options" Virtual Seminar

November 16, 2021

6:00p - 7:00p

Virtual Event

"Understanding Medicare from A to D" Virtual Client Education Event

Michael Mezansky, First Eagle Investment Management is our guest presenter for the virtual seminar which will guide attendees through the essentials of Medicare.

January 19, 2021

5:00p - 5:30p

Webex Event Only

"Saving for College - Understanding 529 Plans" Virtual Client Education Event

Nationally recognized 529 authority, Chris Stack, Esq., will lead a 30-minute discussion on the importance of 529 plans to pay for college.

December 1, 2020

6:00p - 7:00p

Webex Event Only

Virtual Night of Comedy with Jeff Shaw

2020 has been a difficult year for all of us so let’s end the year on a fun note and laugh a little. As the saying goes, Laughter is the best medicine! Hoping you can join us for the fun.

July 22, 2020

6:30p - 7:45p

Webex Event Only

May 20, 2020

6:00p - 7:00p

Webex Event Only

A Virtual Education Event on ESG Investing - May 20, 2020

A video-conference education event on the topic of "Responsible Investing: Aligning your financial goals with your values."

March 9, 2020

5:30p - 8:00p

The Black and Orange Bar & Grill

"Before You Crunch the Numbers - Visualize Your Retirement" Client Education Dinner Event

A successful retirement is more than just financial preparedness, and retiring well is about more than a number.

November 14, 2019

6:00p - 8:00p

Jack's Abby

Client Education Event on Long Term Care

Our guest speaker is Timothy Ripp, Executive Vice President, Associates of Clifton Park who is giving a presentation on Estate and Long Term Care Planning. Refreshments will be served. Feel free to bring a guest!

Event Registration