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


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

September 28, 2022 - October 5, 2022

1:00p - 3:00p

Koelbel Library

Rejuvenate Your Retirement

Rejuvenate Your Retirement! A 2-hour, two session educational course for retirees age 65+ September 28th 1-3pm, and October 25th 1-3pm Course ID: 3YFKU1

Event Registration

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