Upcoming Events

No In-Person First Friday Event

Although there will be no January event, you may sign up to receive an up-to-date recorded market update with our advisors and portfolio manager from Gradient Investments to be released at 12:00PM!  

February First Friday Event

Join us at the office from 12:00PM-3:00PM as we discuss the topic of Enhanced Planning! We’ll end the event with a market update at 2:00PM followed by a Q&A portion of the event. More details coming soon.

March First Friday Event

The topic of this month’s first Friday event will be Sunset Planning & a Celebration of Life. What is Sunset Planning, you may ask? Join us to find out! We’ll end the event with a market update at 2:00PM followed by a Q&A portion of the event.