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

October 22, 2020

12:00p - 1:00p

Webinar - Green Valley Wealth Management

Securing Social Security: Today, Tomorrow and for the Future

This presentation will help to educate you on the many decisions involved in claiming Social Security benefits, as well as their consequences, and suggest strategies that can offer an opportunity to maximize the benefits received.

October 13, 2020

12:00p - 1:00p

Webinar - Green Valley Wealth Management

The Home Stretch - Seven Things You Need to Do in the Decade Before You Retire

Are you as prepared for retirement as you'd like to be? With longer life spans, increasing health care costs and the diminishing role of traditional pensions, planning for retirement is more complex than ever. Choices made during the final decade of your career can deeply impact your retirement plan.

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