Broker Check

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.

Event Registration