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Events

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

June 2, 2020

7:00p - 8:00p

ZOOM MEETING WEBLINK TO FOLLOW

Principles of Preserving Wealth... Why Everyone Needs an Estate Plan

60% of American's don't have a Will, leaving their legacy up to an overburdened and complicated legal system. Learn about how to protect yourself and loved ones with proper planning techniques. We will discuss common pitfalls and how to avoid them.

May 28, 2020

11:00a - 12:00p

ZOOM MEETING WEBLINK TO FOLLOW

Understanding Fixed Index Annuities

Find out how you can benefit from Features like Tax Deferral, Indexed Interest, and Protection Features. In addition we will discuss how today's current annuity products offer more flexibility and benefits than old plans from years ago.

Event Registration


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