Broker Check


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 or click to register. We’ll be happy to add you to our guest list.


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

September 26, 2019

6:00p - 8:00p

Princeton Theatre and Community Center

Canvas & Conversation: Evening for Women

A fun evening of painting, conversation, and connection with like minded women who want to take control of their financial lives.

May 30, 2019

6:30p - 7:30p

Vincennes University Indiana Center for Applied Technology

Maximizing Social Security & Medicare

Making the right choices for Social Security doesn't need to be complicated, nor is it a decision you need to make alone!

May 23, 2019

6:00p - 7:00p

R'z Cafe and Catering

May 14, 2019

6:00p - 7:30p

Lasata Winery

March 19, 2019

6:00p - 7:00p

R'z Cafe and Catering

Health & Wealth Series - South Gibson SC

Seminar on how to make health insurance affordable in retirement for those who work in the South Gibson School Corporation.

Event Registration

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