Broker Check


Whether it’s market updates, specific market insight, or timely financial planning strategies, we're dedicated to providing sound information to our clients, friends, and other financial professionals. If any of the events below interest you, please register and add us to your calendar! We're always here to help, give us a call or schedule a time to talk.

Upcoming Events

August 12, 2020

6:00p - 7:00p


Past Events

May 21, 2020

11:00a - 12:00p


Timely Financial Planning Strategies

Hear from Open Advisors partner and advisor, Michael Strohl, and Vice President and Senior ETF Strategist at State Street, Jordan Lawrence, as they discuss timely financial planning strategies and provide a much needed market update.

Event Registration