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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.

2020 Beginner's Guide to Medicare (recorded 10/1/19)

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)


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

April 30, 2019

Ashford Green Building (lobby level conference room)

The Nuts & Bolts of Annuities

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)

State of the Markets

Grab a friend and join us for a fresh perspective on the market and economy.

Event Registration

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