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Past Events

Aging and What to Expect Symposium - March 2019

Thank you to our panelist and guests for joining our event. Our featured panelist introduced important topics related to the aging process including: lifestyle planning, housing and long-term care options, caring for an aging loved-one, financial decisions to understand, planning for a lasting legacy and keeping a healthy mindset. 

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March Madness - March 2019

It was a wonderful evening full of basketball, competition and great food! Stay tuned for our other social events coming up!


Health & Wealth - January 2019

Our featured panel of speakers educated our guests on nutrition, fitness and overall wellness to help them kick-start their new year's resolutions.


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Food Drive - December 2018

Thank you to our friends for stopping by our office to participate in our food drive! We were able to feed many families in need and brighten their Christmas!




Open House & Charitable Giving Strategies Event - December 2018

Friends joined us on our 19th anniversary for a festive evening to celebrate the season. In light of the season and new tax law, Ward shared our Year-End Charitable Giving Strategies.

Stone Barn Speaker Series - 2018

Our team was delighted to welcome Mr. Talley Léger, Equity Strategist with Oppenheimer Funds to our November Stone Barn Speaker Series. He educated our audience and  presented on "Answers to 11 Pressing Questions From Investors."


Good Neighbors Work Day - October 2018

Our entire team volunteered a day to roll up their sleeves with Good Neighbors to repair a home in need, power wash and paint. Good Neighbors Home Repair supports elderly and low-income homeowners who have exhausted all options to restore hope and repair homes.

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Medicare Lunch & Learn - September 2018

The folks from HTA Financial joined us on for our Medicare Lunch & Learn and shared important information about Medicare

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Ice Cream Social - July 2018

It was a fun and beautiful summer evening with friends and family! There were plenty of ice cream flavors to choose from. Even the pups joined the fun this year!

Ladies Loft Event - May 2018

We had a great time together shopping and enjoying discounts at our Ladies Loft Shopping Event. If you missed this one, you will want to stay tuned to our upcoming events page for more fun events like this!

Shred Day - April 2018

It was time for spring clean-up! Our clients and the community had the opportunity to swing by to have their documents securely shredded. It is events like these that we enjoy serving the community.