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We are excited to see you there!

Upcoming Events

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

Past Events

December 3, 2019

Client Appreciation event 2018

Holiday event 2018

December 3, 2019

Client appreciation event 2019

Thanksgiving Brunch 2019

September 12, 2019

5:00p - 7:00p


Market update and dinner

You are invited to join us for an evening of dining and education at the O'Henry Hotel. Our keynote speaker will be LPL Executive Vice President and Chief Investment Strategist John Lynch. We have seen John speak at LPL events and we are excited that he is making himself available to you for this client event. Please mark you calendars and you are also welcome to bring a friend that might benefit from our services. We will be sending out additional details for the event soon via email.

Event Registration