Broker Check


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. 

Upcoming Events

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

Past Events

April 6, 2021

10:30a - 11:00a

Zoom or Call In

Investor Market Outlook - Virtual Presentation

Join us on April 6th for our informational Investor Market Outlook discussion. Joining Laurie will be Tom Duffy, Client Portfolio Manager from Clark Capital Management Group.

Event Registration