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Our firm is dedicated to providing sound information to people who are concerned about their personal finances.  If you like learning in a relaxed atmosphere without sales pressure, please join us at one of our upcoming events.  To be added to our guest list, please click on "Register" and provide the necessary information..


Retiring with Resiliency

August 8, 2018 5:30p - 7:00p Eastern Standard Time

Waltz Vineyards @ Kitchen Kettle Village

A women's guide to planning with purpose. Women's financial resiliency is influenced by gender and preparing for the future shouldn't be about chance. Don't miss this special event for women! There will be complimentary wine tasting along with delicious hors d'oeuvres provided for all registered guests.

Event Registration

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