Broker Check

Events

Upcoming Events

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

Past Events

September 14, 2021

12:00p - 2:00p

Box Car Grille

September Monthly Client Appreciation / Birthday Lunch

Birthday lunch for clients with an August birthday

August 26, 2021

4:00p - 4:30p

Zoom Webinar

Halftime Report - First Half Review and a Look Forward

A look back at the first half of 2021 in the market and a review of what may lie ahead

August 10, 2021

12:00p - 2:00p

Box Car Grille

August Monthly Client Appreciation / Birthday Lunch

Birthday lunch for clients with a July birthday

January 14, 2021

4:30p - 5:30p

Gotowebinar

The Great Retirement Income Gap

Overcome the retirement income gap Join us: The Great Retirement Income Gap Thursday, 1/14/21 4:30 – 5:30 pm EST

August 25, 2020

5:15p - 6:15p

Zoom Meeting

Jackson VA Webinar for Clients Only (copy)

A short market review followed by a discussion of how we intend to use technology and other resources to more effectively manage our clients' Jackson Variable Annuities

August 20, 2020

6:00p - 6:30p

Virtual

August 20, 2020

11:00a - 11:30a

Virtual

August 19, 2020

11:30a - 12:30p

Zoom Meeting

Jackson VA Webinar for Clients Only

A short market review followed by a discussion of how we intend to use technology and other resources to more effectively manage our clients' Jackson Variable Annuities

August 14, 2020

11:30a - 12:00p

Virtual

August 11, 2020

5:15p - 6:00p

Virtual

August 11, 2020

11:30a - 12:15p

Virtual

June 5, 2020

2:00p - 3:00p

Zoom Meeting

Event Registration