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Please Join Us For Our Upcoming Event: FINANCIAL PLANNING IS A WOMEN'S ISSUE

Women today face unique financial pressures, whether they are raising a family, caring for parents or saving toward their own long-term goals.  Please join us for  a discussion of these challenges and possible solutions to help you plan accordingly.  We will be announcing the date of this upcoming event in the near future.  In the meantime, click on the title above to drop us a note with your contact information. We will be sure to notify you of the date and time of this not to be missed event!


Our firm has developed a rich network of women who are interested in learning more about financial planning and connecting with other like-minded individuals. We regularly offer fun and informative events to bring our network together.

Recent topics have included: Women in Retirement, Market Volatility, College Planning and Caring For An Aging Parent. 

We all have questions and in the hectic pace of life it is difficult to find the time to do all of the learning on your own.  Let us make this easier by bringing the specialists to you.  If you would like to receive regular updates about our events, please share your contact information by clicking on this link:      Request To Be Notified of Events