Luncheon/Seminars
To that end we offer two types of educational events: Luncheons held in our conference room for our clients, designed to be small and intimate with a personal touch. Seminars & Workshops held at local restaurants for larger groups, featuring guest speakers and community leaders.
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Education is an important aspect to financial planning. With all of the
conflicting information available today it is a priority that we help
our clients to sort through the noise.
