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Upcoming Events


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing
sound information to people who are concerned about their personal finances.
Along the way, we like to have some fun, too. If any of the events below look interesting,
please give us a call for details or to RSVP. We’ll be happy to add you to our guest list.





  • Check back periodically, and watch your email for additional upcoming events!