Join us for upcoming events

We are committed to hosting educational programs 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. Please contact us for more information regarding a specific event of your interest. 

PSO market updates

Each quarter, we bring you updated information on recent market performance, the economic outlook going forward, and how we are managing risk and opportunity based on this timely information.

PSO family matters

This informational series focuses on the topics you have told us are most important to your family. Each session, we will share valuable information as we help you prepare for the financial transitions and milestones you will face throughout your life’s journey.

PSO cares

Serving families throughout the years, we have laughed, cried, listened, learned, and shared many experiences together. Serving with passion and purpose means finding ways to give back and support those we love. Come join us as we come together to honor the families we serve with our time, talents, and treasures.

PSO connects

We have developed several fun and educational events meant to connect families and build community. If learning how to pair wine like a pro, improve your short game, or just getting together to share experiences and build relationships sounds interesting to you, then come join us.

Come join The PSO family

Let us help you build your family’s financial legacy. For more information regarding our events, view our event calendar here.