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Lunch & Learns

We strongly believe in continuing information for our clients, their family and friends. Through our regular Lunch & Learn programs we are able to provide information on a variety of topics.  Our seminars are a casual, one-hour affair, held on various days of the week at 11:00 am, followed by a complimentary social lunch.  Past topics have included: State of the Markets, Investing 101, Year End Tax Savings, Identity Theft, Long Term Care and Estate Planning.  We have also had extraordinary speakers join us for exclusive engagements.

We have limited seating and you must register below to attend these complimentary events.  Recordings of past seminars are posted as they become available.

The Storm Before the Calm (recorded 7/10/19)

2019 State of the Markets (recorded 3/26/19) 

2019 Beginner's Guide to Medicare (recorded 9/6/18)

Half-time Report (recorded 7/31/18)

Family Financial Workshop (recorded 6/7/18)

What to do When Your Spouse Dies (recorded 2/27/18)


October 1, 2019

11:00a - 1:00p

Ashford Green (lobby level conference room)

Medicare 2020

Join us as we review the Medicare program in general and any particular changes or updates for 2020. Whether you already have Medicare or are enrolling for the first time, you will benefit from this valuable presentation.

Event Registration

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