Upcoming Meetings:
Virtual Coffee Meeting:
2021 Market Update-Outlook
Date: Wednesday, 01/27/2021
Time: 9am-10am
Location: Video Conference Meetin
Additional details will be sent out once RSVP is received. Please contact our office with any questions
Virtual Financial Focus Meeting:
Investment Accounts & Portfolio Management
What do I own and what types of portfolio management exist?
Date: Thursday, 01/14/2021
Time: 12pm-1pm
Location: Video Conference Meeting
Additional details will be sent out once RSVP is received. Please contact our office with any questions