Events
Upcoming Events
October 16, 2022
2:00p - 5:30p
Green Gables Farm
Client Appreciation BBQ
Save the Date! Client Appreciation Barbeque with musical guest John Sullivan.
Past Events
September 26, 2022
5:15p - 6:00p
Zoom Meeting
Investors Halftime Report 2022
Discussion of crucial questions affecting investors in the second half of 2022
May 23, 2022
4:30p - 5:30p
https://us02web.zoom.us/j/88900975475?pwd=WUZiUW9lYkdVbEcxNnVvb2syZU55Zz09
Social Security Benefits and Your Retirement Strategy
Learn Ways To Potentially Enhance Social Security Income
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