Latest Past Events
2022 Market Outlook Lunch and Learn
Hear about the role of the Federal Reserve in 2022, current market and interest rate conditions and more...
Lunch and Learn – Tax Planning Strategies & Opportunities
Change usually serves up opportunities. Please join us for a timely and most interesting hour. We are excited to welcome Stan R. Smiley, ESQ, and Julie Hendrickson, ESQ from the Advanced Planning Group at Cetera Financial Group. As accomplished and highly credentialed professionals in their field, Julie & Stan will review with us the latest …
Lunch and Learn – Tax Planning Strategies & Opportunities Read More »
Quarterly Market Outlook
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.