“True wealth is celebrating the present moment” ~Gail Lynne Goodwin

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. 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.

Save The Date:


There are no upcoming events at this time.

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Past Events:

2017 Forecast Seminar

2016 Client Appreciation Event-Candlelight Dinner Playhouse

2016 Half-Time Report Event

2016 Habitat for Humanity Build Day

2016 Women’s and Men’s Golf Clinic

2016 Roadmap to Retirement Seminar

2016 Ladies Valentines Day Tea Event

2016 Forecast Event

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