We believe in our clients' success and the first step to that success is education. We have planned regular seminars for all of our clients to attend and listen to various experts in topics relevant to them. RSVP today for our next event.
January 31, 2018 11:30a - 1:00p Eastern Standard Time
Please join us for lunch with our returning guest speaker Matt Buccigrosso, Regional Vice President with Guggenheim Investments.
March 26, 2018 11:30a - 1:00p Eastern Standard Time
Please join us for a lunchtime presentation discussion with American Funds' Sri Vemuri, covering updates from the recent Tax Reform.
April 27, 2018 5:00p - 8:00p Eastern Standard Time
Please join us for our annual client open-house, barbeque, and shredding event!
June 20, 2018 5:30p - 7:00p Eastern Standard Time
Henroco County Public Library - Libby Mill Branch
Please join us for an EVENING presentation by our own Bob Wheatley on Social Security, including updates, filing strategies, and best practices when planning and filing. This will be a more interactive "classroom style" event held at the Libbie Mill Public Library. If you know of anyone getting close to Social Security age, please extend an invite!
September 20, 2018 11:30a - 1:00p Eastern Standard Time
Please join us for our annual update and overview of Medicare, ahead of the upcoming Open Enrollment Season. Our own Tyler Dove will lead the discussion, cover program changes, and help everyone prepare for any potential changes to be made during Open Enrollment. If you have any friends or family that may benefit from this, please extend the invite!