Events

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.

Upcoming Events

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

Past Events

October 15, 2020

7:00p - 8:00p

Online Webinar

Making Sense of College

Join Jessica Bartnick from C.H.O.I.C.E Educational Consultants and Melissa Cox CERTIFIED FINANCIAL PLANNER, for a fundraising webinar on College Readiness and Financial Aid Awareness!

September 24, 2020

11:00a - 12:00p

Online Webinar

Helping Your Kids to Make Cents of Money

Join Melissa Cox Certified Financial Planner and Kimberly Sulfridge, the Founder of The Kidz Money Project, in an hour long webinar that will teach you the importance of helping your children make cents of money!

May 29, 2020

1:30p - 2:30p

Online Webinar

Saving For College - Planning For Your Child's Financial Future

Planning for College happens in 3 stages, Saving For College, Saving On College, and Saving After College.

May 29, 2020

8:30a - 9:30a

Online Webinar

Saving For College - Planning For Your Child's Financial Future

Planning for College happens in 3 stages, Saving For College, Saving On College, and Saving After College.

Event Registration