Events

[cs_content _p=’494′][cs_element_section _id=”1″ ][cs_element_layout_row _id=”2″ ][cs_element_layout_column _id=”3″ ][cs_element_image _id=”4″ ][/cs_element_layout_column][/cs_element_layout_row][/cs_element_section][cs_element_section _id=”5″ ][cs_element_layout_row _id=”6″ ][cs_element_layout_column _id=”7″ ][cs_element_headline _id=”8″ ][cs_content_seo]Events\n\nOur purpose is to empower our clients to achieve their life and organizational goals and to secure their financial futures through comprehensive advice, wealth planning and investment management services.\n\n[/cs_content_seo][/cs_element_layout_column][/cs_element_layout_row][cs_element_layout_row _id=”9″ ][cs_element_layout_column _id=”10″ ][cs_element_headline _id=”11″ ][cs_content_seo]Aging Gracefully with Catherine Twitmyer\n\nOctober 22nd, 2026\n\n[/cs_content_seo][cs_element_video _id=”12″ ][/cs_element_layout_column][/cs_element_layout_row][cs_element_layout_row _id=”13″ ][cs_element_layout_column _id=”14″ ][cs_element_headline _id=”15″ ][cs_content_seo]Social Security Seminar with Rob Kron\n\nDecember 18th, 2025\n\n[/cs_content_seo][cs_element_video _id=”16″ ][/cs_element_layout_column][/cs_element_layout_row][cs_element_layout_row _id=”17″ ][cs_element_layout_column _id=”18″ ][cs_element_headline _id=”19″ ][cs_content_seo]Medicare Seminar with Meg McGinn\n\nJune 17th, 2025\n\n[/cs_content_seo][cs_element_video _id=”20″ ][/cs_element_layout_column][/cs_element_layout_row][/cs_element_section][/cs_content]