Events

Upcoming Events

April 25, 2024

4:00p - 5:00p

Zoom

Register

July 16, 2024

6:00p - 8:30p

Our Office

Past Events

March 27, 2024

4:00p - 5:00p

Zoom

January 31, 2024

4:00p - 5:00p

2024 Guide To The Markets

December 5, 2023

6:00p - 8:00p

Our Office

November 9, 2023

4:00p - 5:00p

Zoom

October 18, 2023

12:00p - 1:00p

Zoom

August 15, 2023

4:00p - 5:00p

2023 Mid-Year Outlook - Virtual

July 11, 2023

6:00p - 8:00p

The Stone Barn

March 21, 2023

6:00p - 8:00p

The Stone Barn

March 16, 2023

6:30p - 9:00p

6 Paupers

January 19, 2023

4:00p - 5:00p

Virtual - Zoom

December 6, 2022

8:00a - 7:00p

The Stone Barn

November 9, 2022

6:00p - 8:00p

The Stone Barn

September 28, 2022

6:00p - 7:00p

Zoom

August 9, 2022

6:00p - 8:00p

The Stone Barn

June 21, 2022

6:00p - 8:00p

The Stone Barn

May 6, 2022

9:00a - 1:00p

Annual Work/Volunteer Day

April 13, 2022

4:00p - 5:00p

Zoom

March 17, 2022

6:00p - 9:00p

6 Paupers

March 15, 2022

4:00p - 5:00p

Zoom

January 11, 2022

4:00p - 5:00p

Virtual

December 1 - December 15, 2021

8:00a - 5:00p

The Stone Barn

September 9, 2021

4:00p - 5:00p

Virtual - Zoom

Ways to Boost Your Immunity in Today’s World

Back by popular demand! Come hear Dr. Kranski's inspirational story of how he beat the odds with cancer by changing his nutrition and dietary habits. Dr. Kranski serves as a leader in natural health and food coaching.

August 19, 2021

6:30p - 8:00p

The Stone Barn

Ice Cream Social

There’s a new twist to our ice cream social! Woodside Creamery will be making a special trip to our office! We invite you to bring your family and friends to enjoy ice cream on us. In the event of inclement weather, we will notify those who registered by email. Rain date is Thursday, August 19th. Please register by August 6th.

August 12, 2021

4:00p - 5:00p

Virtual - Zoom

2021 Mid-Year Outlook

We believe this bull market still has plenty of life left in it. Our team is pleased to welcome back Ryan Detrick, Senior Vice President and Chief Market Strategist from LPL Financial Research for our virtual Mid-Year Market Outlook event. Ryan will be sharing his insights on the economy, fiscal policy and investments.

May 20, 2021

4:00p - 5:00p

Virtual - Zoom

Estate & Legacy Planning

Register with the following link: https://zoom.us/webinar/register/WN_cU44FY_IT1aKqaF46zEGcw Estate planning can often be a neglected part of financial planning for many individuals and families. It's easy to delay answering uncomfortable questions such as, "what happens to my assets and my loved ones after I am gone?" It is no surprise that roughly half of Americans don't have a will and even fewer have an estate plan. Join us as we welcome Carolina Heinle share more on this topic.

April 22, 2021

4:00p - 5:00p

Virtual - Zoom

Social Security - Preparing For Retirement

Deciding when to retire and begin collecting Social Security is an important and irrevocable decision. Therefore, you want to make an informed and educated choice. Join us as we cover the following:

March 25, 2021

4:00p - 5:00p

Virtual - Zoom

Getting, Saving and Losing Money for College

Join us as we welcome Jonathan Ekeland, Director of Guidance from Wilmington Christian School to learn more about how to prepare for college and avoid common mistakes

January 21, 2021

4:00p - 5:00p

Virtual

October 21, 2020

4:00p - 5:00p

Zoom Webinar

Event Registration