A special educational event where we take of stock of how the years gone so far in the financial and economic markets and check to see if all those predictions we made at the beginning of the year actually came true!  All over some great food and drink.

Most importantly, we have chosen smaller more intimate venues so we can enjoy the evening and the discussion without battling outside noise, sound system issues, or outside distractions.   We think the smaller group will make the night more impacting and entertaining as well as provide an environment fostering great discussion.

Finally, we encourage you to bring a guest, perhaps someone looking for great financial advice, but scared to make the wrong choice on a financial adviser.  Many of our existing clients first met us in one of these low key, non pressure educational settings.  So don’t hesitate to invite others!