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Seminars and Events

Being a better investor sometimes means seeking guidance from someone else. We invite you to join us for one of our educational seminars or events.

At each seminar we explain our objective and uncomplicated approach to investing – including saving for retirement, estate planning considerations, social security decisions and insurance needs. We also present our outlook on the markets and thoughts on future global and economic trends.

We are excited to announce the return of our annual client appreciation event held at Sweetwater Brewery in October. Please "Save the Date" for Saturday, October 15th from 7 - 10 pm. We look forward to celebrating our special relationships with our clients in a fun, relaxed atmosphere while also presenting Mike Stark's outlook on the economy and markets. Our guest speaker this year is David Ruthorford, former Navy Seal and CIA Instructor.

The video below is from a past event. We hope you will join us THIS year!

Please contact us or email to learn more about upcoming events.

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