Events & Seminars
We are committed to educating our clients as well as the public about the correct concepts, ideals, and strategies regarding financial planning and wealth management. Our advisors maintain an ongoing study regimen in order to provide current and valuable advice, concepts, and counsel.
Some of the current seminars and events that you may attend are: Retirement Strategies and Asset Protection, Coming of Age, and Financial Strategies for Successful Retirement. We also teach seminars and hold events for groups and clubs as requested on a variety of related topics... such as long term care planning, college planning, and investment management. Rather than trying to maintain a listing of all dates and times on our website, we request that you contact us about attending our next seminar. Thank you.
Securities and financial planning offered through LPL Financial, member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit SIPC.org. LPL Financial is also a member of FINRA and An Investment Advisor.
