Upcoming Events

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

Past Events

July 18, 2023

2:00p - 3:00p

Online - Zoom

Market Update Webinar with Special Guest: Glenn Dorsey

Join us for a half-year market update webinar w/Glenn Dorsey Featuring special guest Glenn Dorsey of Clark Capital Group

June 29, 2023

9:30a - 10:30a

Online — Zoom

Quarterly Webinar Series: Taxes- Liability or Opportunity?

Join Celine J. Pastore, CRPC®, MRFC® and Max Choiniere, CFP® for our inaugural quarterly themed webinar series where we will begin discussing taxes, as they tend to be the largest liability for our clients.

Event Registration