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Client Events

Due to COVID-19, we currently do not have any upcoming events for 2021, but hope to host an event later in the year!

Client safety continues to be our top priority. We feel it is necessary to postpone all client events until further notice. We appreciate your understanding.

Please reach out if you have any questions or concerns regarding client events.

Click here to see our upcoming events

Our first priority is helping you take care of yourself and your family.  One way we do that is by offering a variety of free seminars on topics that are important to you. 

Take a look below at some of our previous events:

Shredding Event -- May 30, 2020

Shredding Event -- May 11, 2019

Social Security – October 30, 2018

Shredding Event & Open House  April 28, 2018

Shredding Event – May 2017

Moving from MetLife to Brighthouse – March 2017

Understanding Health Insurance – January 2016