Client Events, Seminars & Celebrations

Whether it’s summertime on our deck or speaking in a classroom, we enjoy making memories with clients, guests and beyond. Thank you to everyone who takes part in these memories.

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Upcoming Events

Live Educational Presentation
Oct
29

Taxes in Retirement 567 – Oct 29

10/29/2025
12:00 pm EST
Cranberry Public Library
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Nov
12

The One Big Beautiful Bill – Nov 12

11/12/2025
11:00 am EST
Frank Sarris Public Library
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Lunch Seminar
Nov
13

Estate & Retirement Planning Simplified – Nov 13

11/13/2025
11:00 am EST
Bravo! Italian Kitchen
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Nov
25

The One Big Beautiful Bill – Nov 25

11/25/2025
11:00 am EST
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Nov
25

The One Big Beautiful Bill – Nov 25

11/25/2025
6:30 pm EST
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Lunch Seminar
Dec
03

Estate & Retirement Planning Simplified – Dec 3

12/3/2025
12:00 pm EST
Juniper Grill
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Lunch Seminar
Dec
04

Estate & Retirement Planning Simplified – Dec 4

12/4/2025
10:00 am EST
Cooper-Siegel Community Library
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Past Events

Lunch Seminar
Oct
16

Estate & Retirement Planning Simplified – Oct 16

10/16/2025
12:00 pm EST
Rico's Restaurant
Details
Live Educational Presentation
Oct
09

Taxes in Retirement 567 – Oct 9

10/9/2025
11:00 am EST
Cooper-Siegel Community Library
Details
Lunch Seminar
Oct
08

Estate & Retirement Planning Simplified – Oct 8

10/8/2025
12:00 pm EST
Rico's Restaurant
Details