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Client Events....Educational and Fun! 

Client Events....Educational and Fun! 

We enjoy hosting events that help clients, their friends and those that they hold most dear, enhance their knowledge of key issues that affect their lives.  By the way, we have a lot of fun doing it!  

On this page you'll find memories from some of our past events. 

We enjoy welcoming new friends to our client gatherings.  If you are interested, contact us for information on upcoming events.

Client Centered

We typically have events throughout the year including a special event every December for top clients and advocates that have played a part in extending our client relationships through friends, family and co-workers.  

Topics throughout the years have focused on Building and Protecting Your Living Legacy, Market Updates, Social Security and Healthcare, Risk Management, and Creating a More Comfortable Retirement.