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Register for Upcoming Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

September 30, 2020

7:00p - 7:45p

Zoom call

Educational Web Series: The 6 G’s of Money I Wish I Had Known When I Graduated

This event is open to the public. Join us to hear about basic educational strategies that will instill confidence, financial awareness, and responsibility! For some this will be a refresher, but feel free invite your loved ones from all generations, including your kids. Everyone will walk away with some useful information.

September 23, 2020

12:00p - 12:45p

Zoom call

Educational Web Series: The 10 Principles of Long-Term Investing Resilience

This event is open to the public. When volatility strikes, do you take your money and run? Unfortunately, this might do more harm than good. Join me for a workshop that explores time tested ways to tackle volatility.

September 19, 2020

9:00a - 11:00a

The Morton Arboretum

Join us at The Morton Arboretum

This invitation is for clients only. Please bring your family to enjoy at day at Morton Arboretum. Clearly, this year will look a little different, but we want to offer our clients an opportunity to get outside and enjoy the beautiful grounds.

Event Registration