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Latest Past Events
Quarterly Market Outlook
JOIN US FOR THE CALL! Join Linda P. Erickson, CFP® for her quarterly investment conference call when she will discuss the previous quarter, the current economic climate and what, if any, changes might be on the horizon. Grab your lunch, log-on to Zoom, and listen in with us.
Purpose & Power – Learning from Women in Finance
Learning from Women in Finance Tools of organization, strategy, and prioritizing through the intersection of personal and business finance. The finance sector has been one of the most gated to women in the field of business, but that hasn’t stopped our speakers - both of whom have spent their careers breaking boundaries. They have built …
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Lunch and Learn – Tool Time!
Tool Time...PUTTING the digital world to work for you: The technology tools we depend on are all about security and efficiency - for us and for our clients. We've adopted an exciting tool in 2021 to help us work with clients securely on one shared platform, allowing you to simplify your account management. Added bonus - …
