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Upcoming Events

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

Past Events

August 6, 2020

10:00a - 10:30a

WebEx Meeting

6 Question Series for Accounting Professionals: Sucession Planning for Business Owners

Join us as we explain how Split-Dollar Planning can be a valuable tool for Business Owners as they plan to transition their business for the next phase of their life.

July 23, 2020

2:00p - 2:45p

WebEx Meeting

What You May Not Know About Life Insurance

Join us for an easy-to-understand conversation about Life Insurance from one of our business partners that we consider once of the best resources in the country: Brandon Parry, Waddell & Reed Wholesaler, CRUMP Life Insurance.

June 24, 2020

2:00p - 2:30p

WebEx Meeting

A Resource for Tax Professionals

This presentation is for busy tax professionals that seek to get an update regarding the state of today's economy from investment professionals.

August 20, 2019

5:30p - 7:00p

Oakmont Country Club

Anatomy of a Recession

Preparing You for the Next Recession

June 19, 2019

6:30p - 8:30p

BRIO Tuscan Grille

Smart Planning for Long Term Care

When planning for the future today, you provide yourself the opportunity of utilizing different strategies that can be cost-effective and not undermine your overall financial plans. Join us as we present potential solutions that can work for you.

Event Registration