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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

July 17, 2021

12:00p - 4:00p

Bamboo Gardens

2021 Client Appreciation BBQ at Bamboo Gardens

We believe it's important to say thank you to our clients. Join us at Bamboo Gardens for food, drinks & activities. This is a family friendly client and their guests event.

April 28, 2020

12:00p - 1:00p

Webinar - Computer or Smart Phone Required

Markets Update & Outlook: April 2020

The markets have been volatile since the Coronavirus or Covid-19 has reached the US. While markets have rebounded from their recent lows, the question remains where do they go from here? Join us for a timely discussion regarding the markets and an update of what may lie ahead.

Event Registration

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