Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

April 16, 2020

11:00a - 1:00p

Local Yocal BBQ & Grill

Post-Tax Season Shred Day

There's nothing more important than protecting your identity. Responsibly destroying sensitive documents is a smart way to stay safe. Please join us for Shred Day. Every ton of recycled paper saves 17 trees, so feel free to bring your friends and loved ones along!

February 14, 2020

11:30a - 1:00p

Maggiano's Little Italy

Annual Ladies Luncheon

Come enjoy an afternoon filled with quality food, laughter and fun! You are invited to bring a friend who may not have a special Valentine.

Event Registration