Client Center: Events

We provide opportunities for you to fully understand the details of how your money will be working for you.

We offer a variety of educational tools that fit your learning style, your personal schedule and your interests.

Check-Out Our Upcoming Events

 

May
17
Wed
Making Your Investment Garden Grow! @ Plymouth Arts Center
May 17 @ 6:00 pm – 7:00 pm

Save The Date.

Aug
17
Thu
Reclaiming Your American Dream Golf Event @ Sunset Hills Golf Course
Aug 17 @ 3:00 pm – 8:00 pm
Please join us for a fun and educational evening with Margaret and Jeremy! Look for your invitation in the mail for the details! Tee Time will be at 3pm.
Aug
23
Wed
Reclaiming Your American Dream Golf Event @ Oshkosh Country Club
Aug 23 @ 3:00 pm – 8:00 pm
Please join us for a fun and educational evening with Margaret and Jeremy! Look for your invitation in the mail for the details! Tee Time will be at 3pm.