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, July 22nd | 6:00 PM

Join Celine J. Pastore, CRPC® , MRFC® on Thursday, July 22nd at 6:00 pm 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

Start Taking Back Control of Your Retirement

Thursday, Sept. 9th or Tuesday, Sept. 14th | 6:30 PM

Join Celine J. Pastore, CRPC® , MRFC® on Thursday, September 9th or Tuesday, September 14th at 6:30 pm as she presents "5 Ways To Take Back Control of Your Retirement".
Register Here

Your health and safety are of our utmost concern; however, life does not stop for a virus and we understand that you may need to make timely decisions right now regarding your investments and your retirement.

Please do not hesitate to schedule a free phone consultation, or register for one of our online webinars.

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.


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