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 or address your group at an event.

Social Security Education Workshops:  Come learn and understand your choices when it comes to your Social Security Income Benefits.  Every year you delay increases your lifetime benefits.  Couples and qualified divorcees and/or widowers need to know the difference between spousal and survivor benefits. 

 Did you know that Social Security benefits increase by 7% (compounding interest) every year you delay taking your benefits?1

 Did you know that even if you don't qualify on your own record, you may be entitled to Social Security spousal or survivor benefits?2  

 Get informed and make the choice that will serve you well for the rest of your life.



Financial Foundations Workshops:

 Our purpose and outcome of the Financial Foundations workshops is EDUCATION. 

We have recognized that most people are not getting a good financial education and often people don’t learn what to do with money once they make it.  We believe that an informed person is far more capable of making good decisions when they know the facts,  consider the opportunity costs, implement budgets and believe in their futures (identifying short, mid and long-term goals).

 We are facing some tough roads ahead, and if we are going to make it financially, we need to start educating ourselves, and our youth about financial management.

Come and learn and up your financial IQ in a supportive, informative environment.


We are here to serve.


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