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.
More events are on the way! Check back soon for more information.
April 30, 2019
Ashford Green Building (lobby level conference room)
Join us as we navigate the complex world of annuities. Our presentation lasts an hour and is followed by a complimentary boxed lunch.
March 26, 2019
11:00a - 1:00p
Ashford Green (lobby level conference room)
Grab a friend and join us for a fresh perspective on the market and economy.