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Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. 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.


May Client Appreciation Dinner Dance

May 18, 2018 6:30p - 9:30p Eastern Standard Time

Katie Belle's

Friday, May 18, 2018 6:30 - 9:30 PM. Pictures on the red carpet from 5:45 to 6:45. Reservations Required! Please be sure to indicate the names of everyone that will be joining you.

Event Registration

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