Broker Check


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


January 31, 2023

4:00p - 4:45p


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


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

Event Registration