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Upcoming Events

We strive to provide you with free, financial guidance that will help you move toward your life goals. We hope you’ll join us! To register, simply click the link below. Upon registration, the event details will immediately be e-mailed to you, and you will receive a 1-hour reminder e-mail on the day of the event.  Contact Christine Parks if you have any questions.

Guide to the Markets with Nick Johnson of J.P. Morgan

Thursday, April 22, 4:00 PM - 5:00 PM

Using the most recent edition of J.P. Morgan Asset Management's Guide to the Markets, Nick Johnson, Client Advisor with J.P. Morgan, will discuss:

• The current economic landscape
• Outlook for 2021, discussing key drivers
• Trends taking place in the markets
• Thoughts on market bubbles, inflation, trade, and tax policy

We will also make time to answer your most pressing questions.


Generational Wealth Conversations with Steve Mazzarell, Director at MFS

Thursday, May 6, 12:00 PM - 1:00 PM

Helping Families Successfully Transfer Wealth

Topics Include-
How to help your family successfully transfer wealth
Understand why transfers fail, and
How to avoid mistakes.


It's Different This Time with Scott Edgcomb, Associate Director, Investment Product Specialist of MFS

Thursday, May 20, 10:00 AM - 11:00 AM

Asset Allocation Considerations for a Changing World


The Economic Outlook: A New Year But Risks Remain with Lindsey M. Piegza, PhD, Chief Economist

Wednesday, June 16, 4:15 PM - 5:15 PM

Navigating Dementia and Cancer Diagnosis Through Guided Planning with Kevin Zurawski, Regional Vice President, Transamerica

Thursday, July 1, 4:00 PM - 5:00 PM