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.
September 9, 2022
8:00a - 11:45p
Maryhill Winery - Kendall Yards
March 11, 2021
5:30p - 6:30p
Virtual Presentation Via Zoom Video
Ryan Garcia of Alliance Bernstein aims to focus on many concerns investors have as we move forward while the global pandemic continues, and what we may expect with economic recovery.
August 26, 2020
1:00p - 2:00p
Zoom Virtual Webinar
When faced with unprecedented circumstances, it is important to focus on the facts, and not let feelings of fear and euphoria dictate our investment decisions.
February 20, 2020
5:30p - 7:30p
DoubleTree by Hilton
Learn what it means to be prepared for healthcare in retirement from Executive Vice President of Associates of Clifton Park, Tim Ripp.
October 10 - October 11, 2019
8:00a - 1:00p
Please note, we will be out of the office Oct. 10th and 11th for continuing education. We will have limited access to email and voicemail, we will work hard to avoid any delay in response time. Thank you for understanding.
September 19, 2019
4:00p - 7:00p
Sorry you missed this one, check back for our next Brewery tour.
September 12, 2019
6:00p - 9:00p
Washington Cracker Co. Building
We are proud to be an event sponsor of the largest event of the year for Volunteers of America.
July 11, 2019
We had a great time in Atlanta keeping up to date on industry trends and learning how to best meet the needs of our clients.