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.
August 4, 2020
11:30a - 1:00p
Bleu Restaurant & Lounge
Join us for lunch and presentation by Jake Anderson from Franklin Templeton about behavioral finance.
August 13, 2020
8:30a - 11:00a
Join us for breakfast and market insights with Dave Jensen from MFS.
September 30, 2020
8:30a - 10:30a
The Rock Garden
Join us for breakfast and market update with Dave Hreha from American Funds.