Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. 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.
If you don't see a topic that you would like more information about, please let us know! We are happy to customize a topic for you in a small group setting.
More events are on the way! Check back soon for more information.
November 22, 2021 - December 10, 2021
8:30a - 11:30a
We are excited to announce this year's annual giving drive! In 2021, we will be partnering with Christmas for Kids: Kinzie's Local Toy Drive for our Christmas Giving Drive. This organization coordinates with the United Way to support distribution of toys to Central Minnesota schools, churches, and county social services for families in need.
October 12, 2021
10:00a - 10:30a
Zoom or Call In
Join us on Tuesday, October 12th for our informational Investor Market Outlook discussion. Joining Laurie will be Tom Duffy, Client Portfolio Manager from Clark Capital Management Group.
September 9, 2021
7:30a - 9:00a
In person or Virtual
August 21, 2021
9:00a - 11:00a
Becker Primary School
We are please to lend our support to the Haitian Hustle - a 5k Fun Run held in Becker, MN. Laurie's husband, Josh, was part of a mission trip to Jesus in Haiti Ministries in 2011 and this Fun Run helps to support the schools there.