Wines of the world is our signature event where every month we invite our clients and individuals to join us in an evening of social financial learning. After our presentation, we offer wines from different regions of the world and serve a hardy meal. Feel free to join us!
Each second Saturday we host a brunch event, where we’re open to financial questions of all sorts. 401(k), Social Security, Insurance, Tax Strategies, you name it! Join our mailing list to attend our next event!