Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. 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

December 1, 2021

2:00p - 2:30p

Zoom Webinar

Webinar: End-of-Year Tax Planning

Join us on Wednesday, December 1 at 2:00 pm CT as we discuss the updated tax policy and share tips to help you prepare for the upcoming tax season.

October 26, 2021

10:00a - 11:00a

Zoom Webinar

Virtual Town Hall: Proposed Tax Changes

Join us on October 26th as we discuss the proposed changes and share ideas and resources to help you be prepared.

Event Registration