Education & Events
Education & Events Center
We are heavy proponents of keeping an open line of communication between our firm and our clients. We also strongly believe that financial success is due in part to being educated on a variety of wealth management topics. Therefore, we offer educational, as well as recreational events, educational tools and resources, and timely updates on a broad range of wealth management and current event topics to both our clients and the community.
In November, Bryan co-hosted a luncheon for small business owners. His presentation was entitled “From Success to Significance” and talked about the importance of identifying values that guide your practice/financial decisions, financial considerations, and leaving a legacy.