Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients.  For additional information about events listed below, please give us a call. 

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 27, 2020

12:00p - 12:45p


Uncharted Waters - Navigating Stock Market Volatility in a Coronavirus World - Webinar (copy)

On Wednesday, May 27, join Ken Jones, CIMA, Franklin Templeton Funds, Susan Rizzi, CFP® ;and Phyllis Lancaster, CFP®, of Green Valley Wealth Management to learn more about: Today's markets in historical context and perspective. How our emotions affect decision-making. Three strategies to help live with market volatility.

Event Registration