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Upcoming Events

Thursday, April 18, 12-1pm

Thursday, April 18, 12-1pm

Trust & Estate Planning for Tax-Efficient Wealth Transfer

This insightful seminar is designed for individuals seeking to safeguard their wealth and create a lasting impact for their loved ones. We will demystify the intricacies of Trusts, providing you with practical strategies to navigate the complexities of estate planning and minimize tax liabilities.

Thursday, May 16, 12-2pm

Thursday, May 16, 12-2pm

Alternative Investments: Is Real Estate Back?

In an era marked by shifting financial landscapes, discerning investors are seeking innovative avenues to diversify their portfolios. Is real estate making a comeback as a formidable alternative investment? We will dissect this question, offering valuable insights into the current state of the real estate market, emerging trends, and the potential returns that await savvy investors.

Wednesday, May 29, 12-2pm

Wednesday, May 29, 12-2pm

Alternative Investments: Is Real Estate Back?

In an era marked by shifting financial landscapes, discerning investors are seeking innovative avenues to diversify their portfolios. Is real estate making a comeback as a formidable alternative investment? We will dissect this question, offering valuable insights into the current state of the real estate market, emerging trends, and the potential returns that await savvy investors.

Thursday, June 13, 12-1pm

Thursday, June 13, 12-1pm

The 1-Page Financial Plan: How to Design Your Financial Future

Discover the secrets of effective budgeting, goal setting, and wealth accumulation that fit seamlessly onto a single sheet. Whether you're just starting your financial journey or looking to refine your existing plan, this event is designed to provide actionable insights that transcend complexity.