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
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