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.
December 13, 2019
6:00p - 8:00p
CNY Community Foundation Ballroom
Please join us for a free workshop to learn how to plan and protect your estate to maximize wealth transfer
December 18, 2019
5:30p - 7:00p
The Tech Garden
Are you using the tools available to maximize your retirement income? Do You Even Know What They Are? Come learn what you can do to Maximize Your Retirement Income by making better decisions about your Social Security and Medicare.