We hope to provide unique learning opportunities that help our clients better understand aspects of their financial plan. In addition, we hold a number of client appreciation events that highlight the strong, personal relationships we aim to build with each and every client.

We hope to see you at an event soon!


2019 Birthday Lunches at North Star American Bistro party room 11:30 A.M.–1:00 P.M.


Friday, February 15

Friday, April 12

Friday, June 14

Friday, August 16

Friday, September 13

Friday, November 8


"Birthday Fest" Happy Hour 4:00–7:00 P.M. (Location TBA)

Tuesday, July 16