Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
July 22, 2021
1:30p - 2:00p
Online Webinar - https://jpmchase.zoom.us/j/92067344601 - Zoom ID 920 6734 4601
How to Protect Against Cyber Attacks by JPMorgan
How to Protect Against Cyber Attacks Webinar
October 21, 2020
2:00p - 2:30p
https://capgroup.webex.com/capgroup/onstage/g.php?MTID=ecbb0718795123151f22f1065b2a7c277
How Should Investors React to Headlines
Our featured speaker, Luke Trammell, will address today’s investing environment in light of three perspectives: the positives we see in the world how we stay focused on the long term, and what we believe can help investors stay on track
June 29, 2020
1:30p - 2:30p
Online Webinar
Saving For College - Planning For Your Child's Financial Future
Planning for College happens in 3 stages, Saving For College, Saving On College, and Saving After College.
May 29, 2020
8:30a - 9:30a
Online Webinar
Saving For College - Planning For Your Child's Financial Future
Planning for College happens in 3 stages, Saving For College, Saving On College, and Saving After College.