Our goal is to help our clients and their families thrive professionally and personally.
These events provide timely education on topics to build financial confidence & empower you with tools
to stay engaged and plan for your future.
Register for our upcoming events below and connect with us on your favorite social sites.
Upcoming Events
EVENT TYPE:
Education
TOPIC:
Getting the help you/they need!
The third event in our series with author, Fern Pessin will focus on how to assess what, if any, care solutions are needed, making the call as a team and how to research options in your geographic area.
Advanced reservation is required.
All participants will receive a complimentary digital copy of “I’ll Be Right There”.WHO:
Clients + Friends & Family