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Our firm is dedicated to providing educational information to our clients. Whether it's keeping up with financial trends or learning about estate planning. Of course, we try to have some fun along the way. If any of the events below look interesting, please give us a call or register below.


Upcoming Events

Retire on Purpose

September 15, 2020 6:00p - 8:30p Eastern Standard Time

HEW Chophouse & Parlor at The Fenway

For most of us, our identity is built around family and work. Then we retire and we’re faced with 30 years of time to fill. It’s a challenge few talk about. To discover how to fill the hours of retirement with what matters to you, come to this intriguing seminar.

Don't Miss The Boat!

November 7, 2020 11:00a - 1:30p Eastern Standard Time

StarLite Majesty Cruise - Clearwater Beach Marina

Refer someone to our office for a complimentary financial consultation in 2020, and you will receive an exclusive invitation to our Client Advocate Event aboard the StarLite Majesty!

10th Annual Movie Event

December 5, 2020 10:00a - 12:00p Eastern Standard Time

AMC Woodlands 20

Join us for our 10th Annual Client Appreciation Movie Event on December 5, 2020. Doors Open 9:30am, Movie start time 10am Tickets, Popcorn & Soda Provided Children Welcomed

Past Events

Investor Market Outlook with Clark Capital

April 2, 2020 9:00a - 10:00a Eastern Standard Time

Call - see details

On Thursday, April 2nd, 2020, at 9:00 AM EST, Glenn Dorsey, Senior Vice President, Head of Client Portfolio Management, will host an Investor Market Outlook and provide an economic and capital market review.

A Way Forward: Market Update Call with Mike Quinn

March 26, 2020 10:00a - 11:00a Eastern Standard Time


Join us for a Market Update, Thursday 3/26/2020 at 10am with Michael Quinn, Senior Vice President at American Funds- The Capital Group.

10th Annual Market Update

February 4, 2020 6:00p - 8:00p Eastern Standard Time

Bon Appetit

Join us for our 2020 Market Outlook - Long-term perspective on markets and economies.

Client Appreciation Frozen II Movie Event

December 7, 2019 10:00a - 12:00p Eastern Standard Time

AMC Woodlands 20

Come join us for our 9th Annual Client Appreciation Movie Event! Admission and Refreshments provided. Please be prepared to be in your seats by 10am for showtime. RSVP required by Nov 28th.

Client Advocate Event: Bern's Steakhouse

November 17, 2019 5:00p - 8:00p Eastern Standard Time

Bern's Steakhouse

A Three Part Event: Dinner & Drinks | Wine Cellar Tour | Dessert Room

What's My Year? Making the most of my Social Security.

September 4, 2019 6:00p - 8:00p Eastern Standard Time

Cafe Ponte

Join Cathy and you’ll walk away knowing more about how you can take full advantage of Social Security now and in the future. We will also have a guest speaker to answer any questions you may have regarding Medicare coverage and expenses. Dinner will be served. Menu selection: Beef Bolognese | Scallops GF | Roasted Chicken | Short Ribs

Annual Women's Event: Art From The Heart

May 8, 2019 6:00p - 8:00p Eastern Standard Time

Art From The Heart

Join Us, May 8th from 6-8pm for our Annual Women's Client Appreciation Event! Pottery & Dinner will be provided. RSVP by April 30th! Be sure to add your guest's name when registering!

Event Registration

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