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 TastingsCharity DinnersClassic Car ShowsTesla Driving ExperienceThe Dos and Don’ts of Early RetirementDogs of The Dow — A 10 Stock Dividend Strategy that dates back to 1896 when the Dow Jones was foundedMarket & Economic OutlookSocial Security Planning for Savvy Baby BoomersSavvy 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. Name Email Phone Question Thank you! Oops!