Broker Check


Upcoming Events

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

Past Events

September 1, 2020

4:00p - 6:00p


Saving and Paying for College

Saving and paying for college - it's can be so confusing. How much does college really cost? How much should you be saving? What is the best way to get more aid? And how can someone pay for college and still be able to retire?

May 6, 2020

4:00p - 5:00p


Guide to the Markets - In the COVID19 Environment

With the market fluctuations relating to the COVID19 virus, I've asked Pete Isberg, Executive Director with JP Morgan Asset Management to share his perspective of the current investing landscape.

Event Registration