Events

Webinar: History of the Markets and the Psychology of Investing

Are you worried about rising inflation and recent stock market performance? If so, you are not alone. Investors often experience a “roller coaster of emotions.”

March Wim Hof Method Fundamentals Workshop

Join a certified WHM Instructor to experience and learn the Wim Hof Method’s 3 pillars: Breathing Technique, cold exposure & commitment. Discover how you can take advantage of cold exposure and oxygen to improve your mind and body. Includes 4 – hour class and healthy salad lunch.

Do You Have A Plan? Corporate Employee Benefits Roundtable.

Corporate employees of the most famous beverage company in the world will learn how to navigate: the eight steps to be ready for retirement, the loophole about retiring at age 55...penalty-free, and the five options your pension has to offer! If you are contemplating retirement within the next 5 years...this roundtable is for you!

Wim Hof Method Fundamentals Workshop

Join a certified WHM Instructor to experience and learn the Wim Hof Method’s 3 pillars: Breathing Technique, cold exposure & commitment. Discover how you can take advantage of cold exposure and oxygen to improve your mind and body. Includes 4 – hour class and healthy salad lunch.

Webinar: The Future of Long-Term Care

The pandemic prompted families to have more of the hard conversations we typically avoid. Most people believe they aren't at risk of needing long-term care, but the reality is that 7 out of 10 people will need long-term care after the age of 65. That's 70%! Don't downplay your risk and burden your family with the expensive costs of care. Register and learn more!

Zoom Webinar: Risky Investing vs. Diversification

When euphoria takes over the market, some investors attempt to time it chasing huge returns. We're going to dive into three times in history this happened and investors were caught holding stocks that lost their worth.

OctoberFest

A fun, fall client appreciation event featuring family photos, fall snacks from Mercier Orchards, and a pumpkin patch.

1031 Exchange Webinar

1031 Exchange Workshop

Learn how to effectively execute a 1031 Exchange. We are partnering with Inland, a company that allows investors to utilize DSTs to complete a 1031 without having to be a landlord. 

Fill Welcome Bags for 4Sarah

Join us to fill Welcome Bags for women and children who have been victimized by sex trafficking. Donovan's Irish Cobbler will provide appetizers and snacks for our bagging party!

Do You Have a Plan? Company Restructuring and Retirement

If you are a corporate employee and facing a Restructuring or are contemplating retirement within the next 5 years, this 20-minute Live Zoom Webinar is for you! 

Do you have a plan? Layoffs and Benefits Packages

If you are a corporate employee and facing a possible layoff or are contemplating retirement within the next 5 years, this webinar is for you!