It is our goal to be the most trusted financial resource for regular people. We offer a variety of events for the general public and our existing relationships.
We believe relationships require investing time and energy. Events allow us to provide information about relevant topics, but also give us an opportunity to better know you, your challenges and your goals.
We bring a variety of events to the public and our existing relationships because what matters most to you matters to us, too.
Aside from our three main categories of events--education, entertainment, or edutainment--individual advisors also host a variety of events to their own personal passions.