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Workshops & Events


"Knowledge without compassion is arrogance." 

One of our mentors once said this quote in reference to the fact that as financial advisors we have great deal of knowledge that we have acquired and desperately need to share with others to help them improve their financial lives.

We believe deeply in lifelong learning and the better educated our clients are, the better we can serve them. We strive to provide periodic educational workshops on a variety of financial topics. What follows on the other drop down tabs under this heading are some additional information about the contents of those workshops and upcoming events.