Upcoming Events

February First Friday Event

Join us at the office from 12:00PM-3:00PM as we discuss the topic of Enhanced Planning! We’ve invited Tim Alles from Alles Law to speak at 12:15PM. Joining us virtually will be Steve Nieno, an expert in advanced planning, from Gradient Investments. We’ll end the event with a market update at 2:00PM followed by a Q&A portion of the event.

March First Friday Event

The topic of this month’s first Friday event will be Sunset Planning & a Celebration of Life. What is Sunset Planning, you may ask? Join us to find out! We’ll end the event with a market update at 2:00PM followed by a Q&A portion of the event.

No In-Person April First Friday Event

Although there will be no in-person April event, you may sign up to receive a recorded market update featuring our advisors and a portfolio manager from Gradient Investments to be released at 12:00PM!  

No In-Person May First Friday Event

Although there will be no in-person May event, you may sign up to receive a recorded market update featuring our advisors and a portfolio manager from Gradient Investments to be released at 12:00PM!  

Pop Up Market First Friday Event

We’re bringing back our Spring pop up market this year! A variety of vendors will be set up from 12:00PM-3:00PM at our lower-level parking lot for you to browse and shop. Join us inside in the cool AC for complimentary beverages and snacks. Stay for the market update at 2:00PM featuring our advisors and a portfolio manager from Gradient Investments.