Broker Check

Events

February 27, 2018

11:30a - 12:30p

Montgomery Office

Retirement Workshop: Life After Work

Join us for an enlightening workshop that will get you thinking about your next phase of life and what you need to do to prepare for it. Be sure to register via the "REGISTER" button to join us for this informative event.

 

March 28, 2018

11:30a - 12:30p

Montgomery Office

Important Cybersecurity Workshop

Data breaches, computer hacks, phishing, and more. Identity theft is one of the fastest growing crimes. Join us on March 28th at 11:30 am for a special event we're hosting on the top 5 tactics used by fraudsters and the ways you can start to protect yourself, your family, and your business today. Be sure to register via the "REGISTER" button to join us for this informative event!

 

April 26, 2018

11:30a - 12:30p

Montgomery Office

Understanding Social Security

Join us for this Lunch and Learn, where you'll learn key facts about the Social Security program, including: how benefits are calculated, full retirement age and choosing the right time to file, receiving benefits while working, and options for spouses and ex-spouses. We look forward to seeing you there!

 

May 21, 2018

11:30a - 12:30p

Inverness Country Club

Health & Wealth Series

Be sure to register via the "REGISTER" button to join us for this informative event.

 

May 23, 2018

11:30a - 12:30p

Wynlakes Country Club

Health & Wealth Series

Be sure to register via the "REGISTER" button to join us for this informative event.

 

June 19, 2018

11:30a - 12:30p

Wynlakes Country Club

The Tax Cuts and Jobs Act of 2017

Be sure to register via the "REGISTER" button to join us for this informative event - Getting the Most out of The Tax Cuts and Jobs Act of 2017

 

June 20, 2018

11:30a - 12:30p

Inverness Country Club

The Tax Cuts and Jobs Act of 2017

Be sure to register via the "REGISTER" button to join us for this informative event - Getting the Most out of The Tax Cuts and Jobs Act of 2017.

 

July 18, 2018

11:30a - 12:30p

Montgomery Office

Pitfalls of Retirement Success

Be sure to register via the "REGISTER" button to join us for this informative event.

 

August 23, 2018

11:30a - 12:30p

Montgomery Office

CPA Continuing Education (2 hours)

Be sure to register via the "REGISTER" button to join us for this informative event.

 

October 25, 2018

11:30a - 12:30p

Montgomery Office

How Much Risk Should You Take?

Be sure to register via the "REGISTER" button to join us for this informative event.

 

November 28, 2018

11:30a - 12:30p

Montgomery Office

6 Ways to Make Your Finances Successful

Be sure to register via the "REGISTER" button to join us for this informative event.

 

December 12, 2018

12:00a - 11:59p

Montgomery Office

Annual Christmas Party

We would love for our clients to join us for our Annual Christmas Party.

Event Registration

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