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.
April 3, 2020
5:00p - 6:30p
The SECURE Act, or the Setting Every Community Up for Retirement Enhancement Act, was a recent bipartisan bill that was written into law December 20, 2019.
November 1, 2019
5:00p - 7:00p
Strong Retirement Office
End of year planning. More information to follow. Please note: First Friday events are for current clients and their invited guests only. Please click on "Event Website" to register as space is limited.