Workshops & Events

Join Us for a Workshop or Educational Event

We regularly host events designed to help you make informed, confident financial decisions - whether you're planning for retirement, managing your business, or simply looking to learn more.

Upcoming Events

Clients attending retirement planning seminar
Event space for educational retirement planning seminar

What Attendees are Saying

We're always listening. After every event, we ask attendees to share what they thought so we can keep improving. Here's a sample of what we've heard recently.

  • "The seminar was very informative."

  • "This was a great way to ease into learning material I need to know."

  • "Glad to hear there is a strategy to work with taxes."

  • "Excellent update on tax and estate planning."

  • "Great information, so much I was not aware of!"

  • "Good information and overview of retirement taxation."

  • "Seminar was great, very informative! Thank you!"

  • " 'Zero tax basis is the goal,' My favorite quote of the day and the best goal for me. Thank you."

  • "I need to put a plan together!"

The experience of the people described in this material may not be representative of the experiences of other clients. Experiences obtained by these people are not indicative of the future experiences that may be obtained by my clients.