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Events

Upcoming Events

September 23, 2026

12:30p - 1:15p

Webinar

Why Estate Planning? Why Now?

October 22, 2026

5:30p - 6:30p

Webinar

Client Referral Appreciation Event

November 18, 2026

4:30p - 5:15p

Webinar

Cybersecurity 101- Holiday Edition

December 16, 2026

7:00p - 8:00p

Virtual Event

Annual Holiday Client Appreciation Event

Past Events

May 20, 2026

6:00p - 7:00p

Virtual Event

May Flowers-Invite Only

March 26, 2026

3:30p - 5:00p

Horizon Investments

2026 Market Outlook and Emerging Investment Themes

February 10, 2026

3:00p - 4:00p

Webinar-see zoom link

Long Term Care Webinar Event