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 financial future. Along the way, we like to have some fun, too. Click on an event below for more details.

Upcoming Events

September 25, 2024

Election Fireside Chat

Online Webinar
Join us for a fireside chat in preparation for the upcoming 2024 presidential election. Hear from Julia, Jason, and DJ in a laid-back discussion as
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