Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing useful 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

November 3, 2022

6:30p - 8:00p

Pullman Senior Center

March 18, 2021

4:00p - 4:30p


LPL Q&A Opportunity

Join Jeff Feuerstein, Anneliese Johnson, and Ken Hullings -- Senior Vice President of Business Development at LPL Financial -- for an interactive Q&A session regarding LPL's upcoming acquisition of Waddell & Reed, Inc.

October 29, 2020

7:00p - 8:00p


Event Registration