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

May 7 - May 14, 2020

6:00p - 9:00p

Zane State College

The Changing World of Retirement Planning

In this course you will discover how to: Evaluate the impact of the 2019 tax law changes on your retirement. Determine if you have enough money for retirement. Use the 3 basic types of retirement accounts to maximize cash flow in retirement. Evaluate the benefits of a Roth Conversion. Maximize Social Security income. Reduce, or eliminate unwanted expenses or delays with estate planning. Understand if your portfolio is truly "diversified". Avoid the three basic "pitfalls" of retirement distribution planning.

Event Registration