Broker Check

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound education and information to people who are concerned about their personal finances. If any of the events below look interesting, please register here or give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

January 14, 2022

5:45p - 9:00p

Candlelight Dinner Playhouse

Register

January 2022 SUMMIT CLUB Event

The Sound of Music at the Candlelight Dinner Playhouse

Past Events

September 16, 2021

6:00p - 7:00p

Online Webinar

Social Security Benefits & Medicare the A, B, C, D's

If there were a significant missing fact that was costing you money, when would you want to find out? Do you know the questions to ask to assure that your financial decisions are based on facts and not emotions, misconceptions, sales pressure or opinions?

September 15, 2021

6:00p - 7:00p

Online Webinar

Social Security Benefits & Medicare the A, B, C, D's

If there were a significant missing fact that was costing you money, when would you want to find out? Do you know the questions to ask to assure that your financial decisions are based on facts and not emotions, misconceptions, sales pressure or opinions?

September 7, 2021

6:00p - 7:00p

Online Webinar

How To Reduce Or Minimize Taxes On Your Retirement Income

This course offers real-world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and looking for ways to reduce or even eliminate taxes owed from income. We will help you take the confusion out of retirement and tax planning, and design a plan based on sound principles and safe practices.

August 31, 2021

6:00p - 7:00p

Online Webinar

How To Get The Most Out Social Security To Help Maximize Your Income In Retirement

This course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and planning on filing for Social Security benefits.

August 24, 2021

6:00p - 7:00p

Online Webinar

Protecting And Maximizing Your Estate Webinar

This course offers real-world strategies and methods designed for those who are concerned about proper estate planning, reducing or eliminating estate taxes, and ensuring that their wishes are fulfilled. We will help you take the confusion out of estate planning and empower you to design a plan that will protect you, your assets, and most importantly, your loved ones.

August 17, 2021

6:00p - 7:00p

Online Webinar

How To Reduce Or Minimize Taxes On Your Retirement Income

This course offers real-world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and looking for ways to reduce or even eliminate taxes owed from income. We will help you take the confusion out of retirement and tax planning, and design a plan based on sound principles and safe practices.

August 14, 2021

1:00p - 4:00p

Gary's House

Summer BBQ

Join us for our summer BBQ! There will be delicious food, great music, and fun outdoor activities. 

August 10, 2021

6:00p - 7:00p

Online Webinar

How To Get The Most Out Social Security To Help Maximize Your Income In Retirement

This course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and planning on filing for Social Security benefits.

April 20, 2021

6:00p - 7:00p

Webinar

Protecting Your Wealth With Gold and Silver

The importance of gold in an investment portfolio and the role of precious metals in succession planning and wealth preservation/wealth planning.

April 1, 2021

6:00a - 7:00p

Online Webinar

2021 Medicare Updates

Join us for a quick 30 minute update on 2021 Medicare Changes

February 25, 2021

6:00p - 7:00p

Online Webinar

Event Registration