Events
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
October 24, 2025
12:00p - 1:30p
Office Evolution
Women, Wealth and Wisdom
A lunch and learn event designed to empower women business owners with the knowledge and confidence to take charge of their financial futures.
August 20, 2025
12:30p - 1:30p
Webinar
Women's Financial Well-Being Webinar Series
Navigating Divorce and Retirement Divorce later in life can be emotionally and financially overwhelming. This session covers strategies for managing assets, dividing retirement accounts, protecting your future income, and creating a secure path forward as you approach retirement.