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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.

[video] What To Do When Your Spouse Dies (recorded 2/27/18)


March 29, 2018

11:00a - 1:00p

Ashford Green (lobby level conference room)

2018 Tax Strategies

What does the new "Tax Cuts and Jobs Act" mean for you and your personal tax situation? Do you need to make any changes now in anticipation of next April? Join us and find out!

Event Registration

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