Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. 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.
Upcoming Events
February 2, 2021
5:30p - 6:30p
Zoom Meeting
Divorce Angel -Meet with professionals who can guide you through divorce
Most people are divorce novices and face a steep learning curve in this very emotional time of change. Divorce Angel is a group of professionals who have considerable experience working through the choices and results of separation and divorce. You'll meet empathetic, highly capable people who offer guidance on dividing assets, real estate management or sale, family restructuring, creating a new and separate financial life, and the legal requirements and ramifications of marriage dissolution. Each meeting is different, we ask participants to bring their burning questions so we can structure the meeting to the needs of the people in attendance. We look forward to meeting you and helping you work through this challenging period of life.
Retirement Planning Workshop - 2 Night Course
Everyone dreams of the day they retire, but often not a lot of thought goes into what the days after retirement look like. This presentation and all materials provided will help you think through the the financial aspects and the plan to fill your days in retirement, so you can plan today so you secure your tomorrow.
Retirement Planning Workshop - 2 Night Course
Everyone dreams of the day they retire, but often not a lot of thought goes into what the days after retirement look like. This presentation and all materials provided will help you think through the the financial aspects and the plan to fill your days in retirement, so you can plan today so you secure your tomorrow.
March 2, 2021
5:30p - 6:30p
Zoom Meeting
Divorce Angel -Meet with professionals who can guide you through divorce
Most people are divorce novices and face a steep learning curve in this very emotional time of change. Divorce Angel is a group of professionals who have considerable experience working through the choices and results of separation and divorce. You'll meet empathetic, highly capable people who offer guidance on dividing assets, real estate management or sale, family restructuring, creating a new and separate financial life, and the legal requirements and ramifications of marriage dissolution. Each meeting is different, we ask participants to bring their burning questions so we can structure the meeting to the needs of the people in attendance. We look forward to meeting you and helping you work through this challenging period of life.
April 6, 2021
5:30p - 6:30p
Zoom Meeting
Divorce Angel -Meet with professionals who can guide you through divorce
Most people are divorce novices and face a steep learning curve in this very emotional time of change. Divorce Angel is a group of professionals who have considerable experience working through the choices and results of separation and divorce. You'll meet empathetic, highly capable people who offer guidance on dividing assets, real estate management or sale, family restructuring, creating a new and separate financial life, and the legal requirements and ramifications of marriage dissolution. Each meeting is different, we ask participants to bring their burning questions so we can structure the meeting to the needs of the people in attendance. We look forward to meeting you and helping you work through this challenging period of life.
Past Events
December 1, 2020
5:30p - 7:00p
Zoom Meeting
November 3, 2020
5:30p - 7:00p
Zoom Meeting
October 28, 2020 - November 4, 2020
6:30p - 8:30p
Zoom Webinar
Retirement Planning Workshop - 2 Night Course
Everyone dreams of the day they retire, but often not a lot of thought goes into what the days after retirement look like. This presentation and all materials provided will help you think through the financial aspects and the plan to fill your days in retirement, so you can plan today so you secure your tomorrow.
October 22 - October 29, 2020
6:30p - 8:30p
Zoom Webinar
Retirement Planning Workshop - 2 Night Course
Everyone dreams of the day they retire, but often not a lot of thought goes into what the days after retirement look like. This presentation and all materials provided will help you think through the the financial aspects and the plan to fill your days in retirement, so you can plan today so you secure your tomorrow.
October 6, 2020
5:30p - 7:00p
Zoom Meeting
September 1, 2020
5:30p - 7:00p
Zoom Meeting
August 4, 2020
5:30p - 6:30p
Zoom Meeting