Events

Client Webinar - Market Outlook With A Twist

"The Social Swing" Client Event At Electric Pickle

Join us for an evening of fun, friendly competition, and great company at our exclusive client event! Whether you'd like to swing into fall by swinging a paddle on the pickleball courts, swinging a club on the state-of-the-art golf simulators, or tossing bags in a casual game of cornhole, there's something for everyone to enjoy.

Open-House Tailgate 2025

We are hosting an open-house for clients and their families. Please join us for fun, food, and drinks as we close in on Superbowl Sunday. We will have food trucks, a bounce house obstacle course, and other games for the family to enjoy.

Webinar - Medicare, Filling The Gap

Join us for an informative webinar designed to demystify Medicare and empower you with the knowledge you need to make informed healthcare decisions. Whether you’re approaching eligibility, assisting a loved one, or just curious about the system, this session will provide valuable insights.

Webinar - Medicare, Filling The Gap

Join us for an informative webinar designed to demystify Medicare and empower you with the knowledge you need to make informed healthcare decisions. Whether you’re approaching eligibility, assisting a loved one, or just curious about the system, this session will provide valuable insights.

Election Year Volatility: An Investor's Guide

Investing in an election year presents unique challenges due to increased market volatility and uncertainty surrounding policy changes. As November 2024 approaches, election noise will only increase, making it crucial for investors to maintain focus on their long-term goals.

Open-House Tailgate 2024

We are hosting an open-house for clients. Please join us for fun, food, and drinks as we close in on Superbowl Sunday! We will have food trucks, a bounce-house obstacle course, and other games for the family to enjoy.

IN THE ROOM with Dr. Jeremy Siegel

Hear from “the Wizard of Wharton” Professor Siegel as he navigates today’s challenging economic environment, unpacks the Federal Reserve’s recent policy decisions, and explains how technology advances will revolutionize the economy.

Virtual Long Term Care Planning Webinar

If you have questions about Long Term Care we can help! Please join us as we discuss LTC planning via a virtual webinar while our colleague Jon Allen from Vanbridge explains what you need to know about the subject and how we can all help.

Virtual Long Term Care Planning Webinar

If you have questions about Long Term Care we can help! Please join us as we discuss LTC planning via a virtual webinar while our colleague Jon Allen from Vanbridge explains what you need to know about the subject and how we can all help.

OPEN-HOUSE TAILGATE

Let's kick off the new year before the big game with our family friendly tailgating event filled with food and games for all.

IN THE ROOM with Ben Stein

Get your digital front-row seat to an exclusive discussion with economist, writer, and comedian Ben Stein.

Savvy Social Security Planning for Women

What women need to know to maximize their retirement income.

Savvy Social Security Planning for Women

What women need to know to maximize their retirement income.

AdviceWorks Tutorial Webinar

Please join us for a quick market update from Cetera Investment Management’s Brian Klimke, CFA, and a tutorial on the AdviceWorks Client Portal. You will learn how to utilize the system and it’s different features to make your client experience as valuable as possible.

SHRED DAY!

As always, we are committed to protecting your privacy and providing you with helpful and convenient service! Simply bring anything you would like to have shredded to our office! We will be set up in the parking lot with refreshments. 

Savvy Social Security Planning for Women

What women need to know to maximize their retirement income.

Savvy Social Security Planning for Women

What women need to know to maximize their retirement income.

Market Update with Russell Investments

Another Market Update: We continue to follow current events and we would like to invite you to join us on another Zoom Meeting to communicate the impact these events may have on the economy and your investments

Understanding recent market volatility

A confluence of global events is causing major market swings, and investors are looking for answers. Please join us with Gene Goldman, Cetera's Chief Investment Officer, to talk about the current market conditions.