Broker Check


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

More events are on the way! Check back soon for more information.

Past Events

October 21, 2020

2:00p - 3:00p

Virtual Event (separate Zoom Link to be sent upon registration)

Business Owner and Executive Solutions

Business owners and Executives are great at running their companies and growing their businesses. But all too often, running a successful business means being involved in areas of business that might not be the owner’s or executive’s strength, or have the time to learn. Learn of ways to better protect your business interest and better position your business, not just during these times, but ongoing.

October 14, 2020

11:00a - 12:00p

Virtual Event (separate Zoom Link to be sent upon registration)

Optimizing Your 401(k) Plan

Learn about common issues and pitfalls that plan sponsors are often not aware of, so you may better position your plan to function more efficiently, lessen your burden and protect yourself from fiduciary risks. This comes at a time - with year-end approaching and especially during these times of uncertainty - when businesses may want to review their current plans.  Why not learn about how you can enhance it for yourself and your employees with design ideas and features not common with most commoditized 401(k)s?

Event Registration

Thank you!

Error processing your request. Please try again at a later time.