Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
January 23, 2020
6:00p - 8:30p
Maryville College-Bartlett Hall
WHAT YOU WILL LEARN • How to establish retirement goals and objectives based on your risk tolerance • Identifying the IRA Ticking Time Bomb • How to optimize your asset allocation to minimize risk of loss • Why paying off your mortgage early might be a bad idea • How to use banking strategies to become your own banker • How to use current IRS tax codes to create a tax-free retirement • How to generate predictable and reliable income for life
February 6, 2020
11:00a - 1:00p
Everett Senior Center
You are invited to join us for our monthly senior social at Everett Senior Center. Bring a dish to be shared during lunch and join in afterwards for games and fun.
March 5, 2019
6:30p - 8:30p
Top of the Plaza
Your invited to attend and learn about our investment platform, emotion's role in investing, and much more.