Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Cyber Security Webinar
Simple Safeguards: How to Stay Protected from Identity Theft and Cybercrime. Join our exclusive virtual seminar! Don’t wait until it’s too late—ensure your identity and computer are protected. Join our cybersecurity webinar featuring Jeff Lanza, retired FBI Special Agent, to get the rundown on simple safeguards to protect yourself from cybercrime. Click the link to register.
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Just Passed: Life Happens
On December 7th, we welcomed Meg Muldoon as she presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
