Broker Check

Educational Events

<br /><br /><br />Wealth Management Review

Wealth Management Review

Thursday, February 17th

We host a monthly recap of the markets and a discussion on any significant, current events that may impact your investments, taxes, estate planning, or risk, as it relates to your overall wealth.

<br/><br/>Java Workshop Webinar:&#160;<span>2021 Year End Tax Planning</span>

Java Workshop Webinar: 2021 Year End Tax Planning

Thursday January 20th at 6:30 pm | Friday January 21st at 10 am |

We host educational workshops several times a year to give you the opportunity to educate yourself on topics we feel will help you obtain what matters most to you. In this month’s event, Come and learn what you need to know to prepare for the 2021 tax year and to get some insights on the changes for 2022. Guest Speaker Brenda Hunter, CPA of Hunter CPA Group, PC will be speaking and available to answer your questions.