Upcoming Events

8:15 am, October 26, 2026Special Guest Speaker – October 2026»

Carl Kawaja, Chair of Capital Research and Management Company, parent company of American Funds, will join us for a discussion about how AI has shaped the current investment landscape and the…

8:15 am, November 6, 2026Financial Planning Meeting – November 2026»

Kristina Alley and Tricia Gunter will discuss planning tasks to wrap up the calendar year related to budgeting, tax organization, and charitable gifting. Educational seminar focusing on financial planning topics…

8:15 am, November 19, 2026Investment Strategy Meeting – November 2026»

David Kantor and George Strickland will discuss market returns and developments in 2026, with implications for portfolio positioning and return expectations for 2027. Informative seminar where we discuss recent market…

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