Events
Upcoming Events
October 1, 2026
5:45p - 7:00p
Zoom
Estate Planning 101: Protect Your Family, Your Wishes, and Your Legacy
Estate Planning 101 - Protect your Family, Your Wishes & Your Legacy. Thursday, October 1, 2026 5:45 to 7:00 p.m. Live via Zoom
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Past Events
June 11, 2026
5:00p - 7:00p
McCormick & Schmick' s Galleria
✨ Mid-Year Market Update & Outlook 2026 ✨
We will be serving a 3-course meal during the discussion.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
May 28, 2026
5:00p - 7:00p
McCormick & Schmick's Galleria
Women Power & Investing Series -“You’ve worked hard to build success. Now let’s make sure your wealth is working just as intentionally.”
We will be serving a 4 course meal during the discussion.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.