FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Events

Whether it's keeping up with retirement trends or discussing investment principles, our firm is dedicated to providing sound information to people who are concerned about their personal finances. And along the way, we like to have some fun, too. If any of the events below look interesting, click the Register button. We are happy to accommodate guests of our invitees.

PLEASE REGISTER EACH ATTENDEE SEPARATELY.

 

August 17, 2019

8:30a - 1:30p

Chamber of Commerce Viera Conference Center

Changing World of Retirement Planning

Join us for information, continental breakfast, lunch and fellowship! Financial Planning Workshop: Determine if you have enough money for retirement • Use three basic types of retirement accounts to maximize cash flow at retirement • Learn strategies that can help you manage your tax burden • Evaluate benefits of a Roth IRA • Avoid the three basic "pitfalls" of retirement distribution planning

 

August 22, 2019

6:00p - 8:00p

Money Matters for Women

Join us for dinner, beverages, fellowship and information! We will discuss a myriad of topics relevant to women and investing. As always, guests are welcome! Click the title to learn more information.

Event Registration

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