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Events

Upcoming Events

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

Past Events

April 6, 2024

6:30p - 9:30p

Waller's Coffee House

Client Appreciation Event - Richard Smith Guitar Concert

Richard Smith is a fingerstyle guitar player who lives in Nashville, TN. He is originally from the UK. 2001 National Fingerpicking Championship 2008 Thumbpicker of the Year 2009 National Thumbpickers Hall of Fame 2011 Golden Thumpick Award You can enjoy his music on YouTube: https://www.youtube.com/@richardsmithmusic

February 20, 2024

3:00p - 4:00p

Webinar

A Ballad For The Ones We Love: The Gift of Life Insurance

There are people in our lives that we love and care about…. And that love and concern transcends our own personal life. In the next webinar, Chris will discuss the purpose, reasons, and value of having life insurance to protect those we love!

December 5, 2023

3:00p - 3:30p

Zoom Meeting

Sweet Spots by Atlas Point

Finances are more than just crunching the numbers. Learn how understanding our Sweet Spots & Blind Spots can help improve our financial situation!

October 24, 2023

3:00p - 4:00p

Online Webinar

September 12, 2023

3:00p - 3:30p

Online Zoom Event

August 1, 2023

11:00a - 11:30a

Online Zoom Meeting

Event Registration