Educational Events
Wealth Management Webinar
November 16th 11:00 AM
We host a monthly recap webinar 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.
Wealth Management Advanced Planning Workshop
October 5th 6:30 PM
October 6th 10:00 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.
Guest Speakers: Brenda Hunter, CPA of Hunter CPA Group, PC, Neal Barnett, managing partner of Sills, Charboneau & Barnett, Don L. Rosenberg a shareholder of the law firm Barron, Rosenberg, Mayoras & Mayoras and Stephanie Coney President of London Consulting and Insurance will be speaking and available to answer your questions.
SEE IT HERE:
https://youtu.be/3aPTT5ezVlU?si=ZITbMQEHPMwUcyYR
Wealth Management Webinar
September 14th 11:00 AM
We host a monthly recap webinar 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.
SEE IT HERE:
https://youtu.be/-JrzHf4uyUM?si=AXWXLBzKEW53ToJw
Wealth Management Webinar
August 17th 11:00 AM
We host a monthly recap webinar 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.
SEE IT HERE:
https://youtu.be/ihf-I-DfwXY?si=I9-ZtAvRNv-zmM_j
Market 1/2 Time Report
July 20th 6:30 PM
July 21st 10:00 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.
By Invitation Only
SEE IT HERE:
https://youtu.be/NUoLv4prplc