Seminars and events

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



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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