Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

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Year-End Planning Calendar Image

Year-End Planning Webinar | 4 PM Thursday, November 30

Nov 30, 2023 04:00 PM Eastern Standard Time - Nov 30, 2023 04:30 PM Eastern Standard Time
Location To Be Determined

Approach the end of the year and enter 2024 with confidence. Join Patrick McCulloh, Financial Advisor with The Gounaris Group and Les Williams, Vice President - Wealth Strategist at RBC Wealth Management as they discuss year-end planning considerations, including charitable and estate planning services, income tax considerations, and the impact of the Great Sunset on estate and income taxes.


Year-End Planning Calendar Image

Year-End Planning Webinar | 12 PM Wednesday, November 29

Nov 29, 2023 12:00 PM Eastern Standard Time - Nov 29, 2023 12:30 PM Eastern Standard Time
Location To Be Determined

Approach the end of the year and enter 2024 with confidence. Join Patrick McCulloh, Financial Advisor with The Gounaris Group and Les Williams, Vice President - Wealth Strategist at RBC Wealth Management as they discuss year-end planning considerations, including charitable and estate planning services, income tax considerations, and the impact of the Great Sunset on estate and income taxes.