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CLIENT CENTER

Webinars and Workshops

Learn More At Your Leisure

    New Virtual Workshop!

Hi there, 


You are invited to a Zoom webinar. 

When: May 12, 2022 07:00 PM Eastern Time (US and Canada) 

Topic: Quarter 1 Economic Review Update for 2022


Register in advance for this webinar:

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

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

ZOOM VOLATILITY WORKSHOP

May 18 2022 7:30pm

Knowledge is Power

When: May 18, 2022 07:30 PM Eastern Time (US and Canada)

Register in advance for this meeting:
https://us02web.zoom.us/meeting/register/tZ0vdOigqjItGtPe954uVXiV1_OBNzNJcqyT

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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