Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call or go to our website to register. In some cases you will need to register through another organization that is running the event or workshop in which case we will give you that link.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 9, 2023
4:00p - 5:00p
Webinar
January 31, 2023
4:00p - 4:45p
Webinar
Organize your Estate! The Neglected Task
You may have your records organized in way that works for you, but imagine what your loved ones would face if you weren't around to show them were everything is. That is why an important part of legacy planning is organizing your files so the people closest to you can access them. Join us as we review organizing your estate documents and a few methods to avoid probate costs.
June 7, 2022
4:00p - 4:45p
Webinar
November 9, 2021
6:00p - 7:30p
Webinar: Zoom Meeting
October 26, 2021
6:00p - 7:00p
Webinar: Zoom Meeting
November 11, 2020
5:30p - 6:30p
Webinar: Zoom Meeting
Webinar: Investor Market Outlook with Clark Capital
At this complimentary webinar: -Exclusive market insights to help you stay on track to meet your goals -Answers to today’s most relevant questions about -A review of Clark Capital’s investment approach
August 5 - August 19, 2020
7:00p - 9:30p
On Line Zoom Meeting