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.
More events are on the way! Check back soon for more information.
March 18, 2021
4:00p - 4:30p
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