Register for Upcoming Events
More events are on the way! Check back soon for more information.
September 30, 2020
7:00p - 7:45p
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
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
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.