Whether it’s keeping up with trends or discussing some other topic, our practice 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. We’ll be happy to add you to our guest list.
April 29, 2020
12:00p - 1:30p
Online ZOOM Webinar
While 2019 taxes are still fresh in your mind, learn about the latest tax law changes and which investments and tools can help you manage your tax liability in 2020. Tyson Ray, FORM Wealth Advisor, shares insights about the tax code to help you prepare for the year ahead.
February 22, 2020
9:00a - 11:00a
Legends Room at Geneva National Golf Resort Clubhouse
Looking for a fresh perspective on the market and economy? Bring your family and friends to our State of the Markets presentation.
December 19, 2019
7:00p - 10:00p
Join us at the movies for Star Wars: The Rise of Skywalker! We have arranged for an Advanced Showing of the latest Star Wars movie: Star Wars – The Rise of Skywalker!