Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. 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

November 15, 2022

7:15p - 8:30p


Marriage and Money Workshop

Sharing your life with the one you love should be everything you hoped it would be. Learn strategies to help your marriage handle money differences

June 16, 2021

11:30a - 12:30p


Making Medicare Manageable

If the stacks of Medicare advertisements, nonstop mailers, and telemarketer calls are making you want to avoid thinking about Medicare altogether you're not alone. And we are here to help you with that...

May 19, 2021

11:30a - 12:30p


Simplifying Social Security

Do you find Social Security to be confusing or hard to understand? How do you know what benefits you should have? In this discussion, Danny Cohen, a National Social Security Advisor Certificate Holder, will discuss: Understanding Social Security decisions and optimizing your benefits. Join us!

April 22, 2021

7:30p - 8:30p


Tackling Education Planning-Webinar

Do you have $40,000 a year to spare? Weather you want to save for Private high school or College, there are many options available and they can help you get a step ahead on saving for education.

Event Registration