Events

We will continue to schedule educational programs for our clients' benefit, please check this page for updates. If none of the currently scheduled events are applicable to you, please reach out to one of our advisors. We appreciate your feedback and strive to schedule educational programs that are informative and timely.

Upcoming Events

April 22, 2021

5:00p - 6:00p

VIA WEBINAR

Register

Property & Casualty Insurance 101 - April 22

Have you reviewed your homeowner’s insurance recently? There are many endorsements that may be available that you are not taking advantage of! It’s important to review your policy and these endorsements on a regular basis, including considering any new discounts that may be available.

Past Events

April 7, 2021

5:30p - 6:45p

VIA WEBINAR

Financial & Retirement Success Strategies - April 7

We hope you can join us for a workshop designed to help you gain a greater understanding of the possibilities your future holds and how our team can help you get there.

March 23, 2021

5:00p - 6:00p

VIA WEBINAR

Protecting Yourself from Phishing Scams - March 23

IRS and Coronavirus-related phishing scams are on the rise! Join us for a timely webinar to learn what to look out for and how to protect yourself.

March 9, 2021

5:00p - 6:00p

VIA WEBINAR

March 3, 2021

5:30p - 6:45p

VIA WEBINAR

February 10, 2021

5:00p - 6:00p

VIA WEBINAR

February 3, 2021

5:30p - 6:45p

VIA WEBINAR

January 27, 2021

5:00p - 6:00p

VIA WEBINAR

January 14, 2021

5:30p - 6:45p

VIA WEBINAR

November 17, 2020

5:30p - 6:45p

VIA WEBINAR

October 14, 2020

5:30p - 6:45p

VIA WEBINAR

September 16, 2020

5:30p - 6:45p

VIA WEBINAR

August 19, 2020

5:30p - 6:45p

VIA WEBINAR

July 28, 2020

8:30a - 9:30a

VIA WEBINAR

May 28, 2020

12:00p - 1:00p

VIA WEBINAR

May 27, 2020

5:30p - 6:30p

VIA WEBINAR

April 27, 2020

5:00p - 5:45p

Via Webinar

April 23, 2020

5:00p - 5:45p

Via Webinar

February 28, 2019

8:30a - 11:30a

Maggiano's Little Italy at the Rim

5 Strategies for Making 2019 Your Best Year Yet

Special Guest Speaker: Bill Cates

Event Registration