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.
May 16, 2020 10:00a - 1:00p Eastern Standard Time
Carlouel Yacht Club
Join Cathy Wagner for brunch as she discusses the Journey of Balancing Wealth & Life at Carlouel Yacht Club. You will also have the opportunity to create your very own chocolate purse.
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.
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!
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
February 4, 2020 6:00p - 8:00p Eastern Standard Time
Join us for our 2020 Market Outlook - Long-term perspective on markets and economies.
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.
November 17, 2019 5:00p - 8:00p Eastern Standard Time
A Three Part Event: Dinner & Drinks | Wine Cellar Tour | Dessert Room
September 4, 2019 6:00p - 8:00p Eastern Standard Time
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
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!