Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
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