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.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

April 28, 2021

11:00a - 12:00p


Virtual Tax Strategies Presentation

Managing your taxes efficiently involves a clear understanding of the tax code. To help you prepare for the year ahead, you are invited to join us for our live presentation event focused on Tax Strategies for 2021.

February 17, 2021

11:00a - 12:00p

ZOOM Webinar

October 8, 2020

10:15a - 11:15a


October 7, 2020

5:00p - 6:00p


October 7, 2020

12:00p - 1:00p


September 19, 2020

9:00a - 12:00p

FORM Wealth Advisors Office

Shred Event

Saturday, September 19th, 9 am - 12 pm

August 12, 2020

5:00p - 6:00p


August 12, 2020

11:00a - 12:00p


April 29, 2020

12:00p - 1:30p

Online ZOOM Webinar

2020 Tax Strategies Educational 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

State of the Markets Event 2020

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

Emagine Theater

FORM Movie Night

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!

Event Registration