Broker Check


July 8, 2017

12:00p - 3:00p

Summer Mixer

Summer Mixer

Come Celebrate the Beginning of Summer with Us.


November 16, 2017

8:00a - 10:00a

Ed Slott and Company's CPA Program

Ed Slott and Company's CPA Program

IRA planning is a complex topic. Decisions on what to do with retirement plan fund money can affect clients' taxes and overall retirement plan. This one-hour workshop will acquaint CPAs and Attorneys with IRA and retirement account planning rules and strategies. CPAs may earn up to one hour of CPE credit for attending this educational presentation.

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