Seminars and events

Financial education is a key component for a trusted financial relationship.  We offer several opportunities throughout the year in a variety of formats, such as online webinars and in-person gatherings.

 

WAFA Conference 2019 

Heather Krause, Pat Thorpe & Natasha Bulpin attending the 2019 WAFA Conference in Minneapolis.

Previous seminars and events

• Family Investing Workshop
• Making "Cents" of your Money:  Raising Money Savvy Kids
• Company Stock:  Considerations and Tax Implications
• What to do with your RSUs
• A Private Evening with Bob Dickey, RBC's Top Equities Research Analyst
• Getting the Most from Social Security
• Wine, Women and Wall Street
• Client Appreciation Holiday Gathering
• Finance, Fashion, & Fun