Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. Very rarely do we do all of the talking, we like to bring in Product Managers of specific products so that you have the opportunity to learn directly from the horse's mouth. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list. 

Take a look at photos of our previous events by going to our 'Past Events' page or by clicking here

Upcoming Events

March 24, 2020

12:00p - 2:00p


Lunch & Learn: Moody II

Lunch with Mr. Paul Coffin of Moody Securities.

March 26, 2020

6:00p - 8:00p


Dine & Learn: Moody II

Mr. Paul Coffin of Moody Securities will join us for an update on Moody National REIT II. Moody II is a Real Estate Investment Trust that focuses on business class hotels. Come learn with us and see if this investment is a fit for your portfolio.

June 18, 2020

6:00p - 8:00p


Dine & Learn: GWG Holdings

Dinner while we learn all about GWG Holdings from Mr. Ray Desrosiers.

November 5, 2020

6:00p - 8:00p


Retirement Strategies Meeting: Carter MultiFamily

Mr. Ace Kuklin of Carter MultiFamily will be joining us for dinner to discuss their current offering. Join us to see if this investment is a fit for your portfolio. 

Past Events

January 30, 2020

6:00p - 8:00p

Rocco's Smokehouse Grill

Event Registration