Upcoming Events

 

 

Past Events

To learn more about any of our past events, please call us at 877.227.0847 and speak with Scott Brown, CFP, CFA.

  • Finance & Investing: A Woman's Perspective
    ​(10/29/2019)
  • Essential Financial Knowledge for Next Gen
    ​(3/5/2019 & 3/7/2019)
  • Small Business Retirement Plans
    ​(10/3/2018 & 10/4/2018)
  • Financial Literacy Lessons
    (10/19/2017 & 10/21/2017 & 10/24/2017)
  • Generational Wealth Transfer Strategies and Considerations
    (11/5/2016)
  • Social Security/Medicare Review
    (4/2/2016 & 4/7/2016)