(Pictured is last year's event)

Join us for our 2nd annual Happy Hour & Financial Planning Expo—a relaxed, informative event designed to thank you for your continued partnership and support. 

You'll enjoy drinks, food, and the chance to win exciting door prizes, along with the opportunity to explore key financial topics in a setting that's flexible, approachable, and designed with your needs in mind.  

Throughout the event, we will host a panel of rotating professionals and you’ll have the opportunity to visit stations hosted by these professionals for one-on-one Q&A on the five key areas essential to building a strong financial future: 

• Tax Strategy - Tax updates & tax tips for business owners and individuals.
• Investment Management – Market updates, retirement plan strategies, and tax-efficient investment ideas.
• Retirement Income Planning - Social Security timing, income protection strategies, and key retirement conversations.
• Estate Planning – Why estate planning matters, essential documents, and when trust a trust might be appropriate.
• Insurance Solutions – Choosing a Medicare plan and health insurance tips for individuals and small business owners.

Whether you're focused on your personal finances or planning for your business, this event is designed to provide the insight and resources you need to get started—all in a welcoming and social atmosphere.  We believe informed clients make better decisions—and this event is designed to empower you with the tools and guidance to do just that.