More events are on the way! Check back soon for more information.
August 6, 2020
10:00a - 10:30a
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
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
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
Preparing You for the Next Recession
June 19, 2019
6:30p - 8:30p
BRIO Tuscan Grille
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.