Broker Check

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

May 1, 2024

5:30p - 7:00p

via Webinar - Registration will be sent with info from Matson Money

April 10, 2024

5:30p - 7:00p

Webinar Link To Be Provided Upon Registration

April 2, 2024

5:30p - 7:00p

Via Zoom

Traditional Index Investing vs. A Structured Market Approach

Thanks for registering. You will receive an email confirmation with the zoom link.

March 28, 2024

5:30p - 7:00p

Webinar Link To Be Provided Upon Registration

March 19, 2024

5:30p - 7:00p

Webinar - Zoom Link will be provided

February 28, 2023

5:30p - 7:00p

Webinar

September 20, 2022

12:00p - 12:30p

Webinar

Why Is Savings Money So Difficult?

Save more money than you every thought you could!

Event Registration

Will you be able to attend this event?