Learn More At Your Leisure

    New Virtual Workshop!

Mid-Year Economic and Market Update 

Date: Oct 21, 2021 7:00PM

Our goal is to make sure that your investing plan is centered on your personal goals and timelines.
For 2021, caution is still the principal notion for investors.

                                              https://us02web.zoom.us/webinar/register/WN_Jud50-oMRw2V4JWrdMXQog

After registering, you will receive a confirmation email containing information about joining the webinar.

We need your Email address!!!

We are extremely excited to announce we will be providing our clients with VIRTUAL WORKSHOPS! For you to ensure you are provided an email invitation you MUST provide your current email to our office. (If you already have been receiving email invitations from us you do not need to provide) In addition, due to Covid-19 restrictions it is very important we have your email on file to ensure timely delivery of important communications. As communication by email is the way of the future, we do not want you to miss any important information about our events or your accounts!

Our webinars are a convenient reference you can use to discover more about financial planning, tax preparation and more. Simply click on the link below to activate any webinar. For upcoming webinars, check our calendar of events.