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

July 2, 2024

1:00p - 2:00p


College Savings Planning

Paying for college is one of the financial concerns felt by just about everyone. Join us to discuss College Savings Options.

Past Events

April 18, 2024

5:00p - 7:00p

Old Angler's Inn

20th Anniversary Client Appreciation Event

Please join us on April 18th, 2024 at Old Anglers Inn in the Beer Garden to celebrate this milestone. We will have drinks and appetizers from 5-7 PM. We hope you can join us as we look forward to sharing this momentous occasion with you and expressing our gratitude for your continued partnership. Here's to 20 years of collaboration, growth, and prosperity, and to many more years of shared achievements!

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