Upcoming Events

Our workshops focus on common financial concerns that individuals and families face in retirement. We cover such important and timely topics as: 

  • Social Security
  • Medicare Planning
  • Income & Investment Planning
  • Risk Management
  • Tax Reduction Strategies
  • Estate Planning
  • Legislative Updates & more

These are very uncertain times and knowledge is power. Attend one of our workshops to learn how addressing these concerns may help you feel more confident about your future.

Upcoming Dates & Locations 


Client Event: Market & Economic Update

Client Event: Market & Economic Update

Thursday, August 26th | 6:00 PM

Join Celine J. Pastore, CRPC® , MRFC® on Thursday, August 26th at 6PM at Countryside Country Club for a special "Half-Time Market and Economic Update" by Jared McDaniel, CFA, CPA, CFP®, CMT, CPWA®, AIF® of City National Rochdale who specializes in High Net Worth Investors. 

Register Here

R E A D Y     T O    T A K E

The Next Step?

For more information about any of the services or products listed, choose a time to speak with one of our advisors or register to attend one of our upcoming events.


SCHEDULE A CALL →           REGISTER FOR AN EVENT →


Or give us a call at (727) 304-6000