Upcoming Events

July 10th, 2019

Women in Financial Planning Luncheon

Join your peers for a relaxed luncheon to share ideas, mentor-ship opportunities, common experiences and getting to know other professional women in the fast growing financial planning industry.


Click here!

Event Details: 

Wednesday, July 10th, 2019

The City Club

$20 per person, all inclusive

RSVP by July 6th

Please mark you calendars for our upcoming 2019 meeting dates!

Thursday, August 1st – Doug Allen with Nationwide- HSAs
Thursday, September 5th – Super CE- Retirement (11-1)
Thursday, October 3rd – First Trust- Market Update
Thursday, November 7th – Gene Plauche with First Protective- Risk Management
Thursday, December 5th – CFP Ethics (11-1)