Events
We believe good financial guidance starts with good information. Markets shift, tax laws change, and life keeps moving. When our clients understand what's happening and why, we make better decisions together.
This page is dedicated to the gatherings, seminars, and conversations we host to help our clients stay informed and connected.
Some are educational seminars with guest specialists who share perspectives on the markets, retirement, taxes, and related planning topics. Others are more relaxed gatherings designed to bring our clients, their families, and friends of the firm together.
Take a look at what we have coming up. We'd love to see you there!
Upcoming Events
July 15, 2026
12:00p - 1:00p
Northland Country Club