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Events

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.

 

Upcoming Events

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

Past Events

Midyear Outlook 2021: Picking Up Speed

August 26, 2021 12:00p - 2:00p Eastern Standard Time

Dolphin Bar & Shrimp House

Please join me for a comprehensive presentation on the markets and the global economy and the opportunities and challenges that may lie ahead

Six Planning Ideas for 2021 and Beyond

March 25, 2021 12:00p - 2:00p Eastern Standard Time

Dolphin Bar & Shrimp House

Upcoming seminar to review the financial impacts of 2020 and look ahead to planning opportunities for 2021

Event Registration




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