Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
October 26, 2023
10:00a - 11:00a
Pinstripes
Coffee Chat
Discover invaluable insights at our exclusive presentation featuring William Cass, a distinguished director at Putnam Wealth Management. Mr. Cass will cover pressing issues, from the latest updates on Capitol Hill to recent legislative changes affecting retirement. Gain crucial knowledge on tax planning and retirement considerations tailored to your financial journey. As your dedicated Wealth Coaching Firm, these sessions are crafted to empower you and your guests in achieving your Mission, Vision, Values, and Goals. Don't miss this opportunity to enhance your financial strategy. Join us!
August 15, 2023
10:00a - 11:00a
METROPOLITAN BALLROOM
COFFEE CHAT
ECONOMIC AND MARKET UPDATE