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Webinars and Workshops

Learn More At Your Leisure

    New Virtual Workshop!

Hi there, 

You are invited to a Zoom webinar. 

When: July 26, 2022 07:00 PM Eastern Time (US and Canada) 

Client Appreciation Event 

This presentation will focus on the phenomenal rise of the British pop and rock acts that invaded our shores in the 60s. We will explore how the groups were formed and listen to their key recordings from the period. Groups and artists will include The Beatles, The Dave Clark Five, The Animals, The Who, Cream, Trafficand many others.


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

Our goal is to make sure that your investing plan is centered on your personal goals and timelines.
For 2022, caution is still the principal notion for investors

Virtual Monthly Market Workshop with Fino

June 30 2022 7:00pm

Knowledge is Power


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

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.

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