Events
Upcoming Events
September 9, 2020 - December 30, 2020
10:00a - 11:00a
Virtual Event hosted on Zoom
Midweek Market Update with Devin Garofalo & John Robertson
Wealth advisors Devin Garofalo, AIF, John Robertson, Lynn Sisson-DeBord and Rusty Ashby discuss the latest market updates, focusing on coronavirus and its effects on the market. We are here to help you and your family answer any questions that may have recently surfaced regarding the market.
Past Events
September 2, 2020
10:00a - 11:00a
Hosted via Zoom!
Journey Confidently Series: Women, Investing & the Pursuit of Wealth-Life Balance
Journey Confidently is our monthly series where we discuss topics related to tax planning, estate planning, financial planning and more with expert speakers. On September 2 at 10am, we will kick off our Journey Confidently Series with a discussion on Women, Investing and the Pursuit of Wealth-Life Balance with guest speaker, Emilie Menghlin, with PIMCO.