Workshops and Client Events

Take a look at some of our past events and get inspired to attend future ones. We are very active in the community and believe in giving back. Here are our previous workshop topics and client appreciation events:

  • Food and Wine Tastings
  • Charity Dinners
  • Classic Car Shows
  • Tesla Driving Experience
  • The Dos and Don’ts of Early Retirement
  • Dogs of The Dow — A 10 Stock Dividend Strategy that dates back to 1896 when the Dow Jones was founded
  • Market & Economic Outlook
  • Social Security Planning for Savvy Baby Boomers
  • Savvy IRA Planning

Food and Wine Tastings

Classic Car Shows

Charity Dinners

Dogs of The Dow

Email us to learn about next month’s event schedule. 

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