Please Join Us!
We are so thankful for everyone who supports our business as clients, referrals, and business partners. We hope you can come and enjoy one last summer cookout!
Is there someone else you know who might appreciate having someone guide them through the financial planning process? We’re always thrilled to meet friends of our clients. When you send us a referral, we’ll watch out for them like they’re family.
You may even win a FABULOUS raffle prize if you bring a friend!
Date and Time
Wed, Sep 22, 2021
6:00p - 8:00p EST