Broker Check

Events

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

February 22, 2024

6:00p - 7:15p

ZOOM

October 24, 2023

6:00p - 9:00p

ZOOM

August 3, 2023

6:00p - 9:00p

Zoom

Herencias y Planificacion Financiera

Aprenda las estrategias para crear un testamento y tomar decisiones para su futuro financiero.

August 30, 2022

6:00p - 8:00p

ZOOM

La Nueva Ley Del Herencia

Conoce los cambios en la Nueva Ley De Herencia

August 25, 2022

6:00p - 8:00p

Zoom Meeting

July 7, 2022

6:00p - 7:30p

ZOOM Meeting

APRENDE SOBRE LAS IRAS

Abre una cuenta IRA a cualquier edad. Los beneficios de una cuenta IRA

June 16, 2022

6:00p - 7:00p

Zoom Meeting

May 24, 2022

6:00p - 8:00p

Zoom Meeting

March 29, 2022

5:00p - 6:30p

ZOOM Meeting

What to Know About IRAS (copy)

You are cordially invited to attend an free educational workshop: " What to Know About IRAs "

March 22, 2022

5:30p - 7:00p

ZOOM Meeting

What to Know About IRAS

You are cordially invited to attend an free educational workshop: " What to Know About IRAs "

June 10, 2021

6:00p - 8:00p

Zoom Webinar

May 12, 2021

6:00p - 7:00p

Zoom Webinar

10 Threats Every Person and Business Faces & How to Fight Them Now

You are cordially invited to attend an free educational workshop: 1 Hour to Cybersecurity. 10 Threats Every Person and Business Faces

February 12, 2020

5:30p - 7:30p

Linda Corujo Retirement Center

Taller Seguro Social Para Damas

You are cordially invited to attend an free educational workshop: "Savvy Social Security Planning: What Women need to know about Retirement Income and Social Security "

Event Registration