Broker Check

Events

Whether it’s keeping up with trends or discussing some other topic, our team is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

July 7, 2022

2:00p - 3:00p

Conference Call

State of the Markets Conference Call - 2022

Midway through the year is a great time to see how far we've come and talk about what might lay ahead. This presentation event will examine the important financial news of the last six months, including economic developments, world events, and other market influences. We'll also look at what might be around the corner for the rest of the year and answer any questions you may have.

Past Events

March 31, 2022

2:00p - 3:00p

Free Virtual Webinar

State of the Markets 2022 - Market Commentary and Update with John McHugh

Now is a great time to review how far the markets have come and talk about what might lay ahead. John McHugh, President & CIO of Wealthtrust Asset Management, will be joining us to share his thoughts on market trends, outlook, and an overall economic update.

November 13, 2021

10:00a - 1:00p

MB Wealth Management Office

Shredding and Technology Open House

There's nothing more important than protecting your identity. Join us as we welcome the experts from ClickIT as they share tips, tricks, and insights to help you stay informed and protected.

July 15, 2021

2:00p - 3:00p

See registration link!

Insurance Matters: Long-Term Care Protection Strategies

Long-term care can be an expensive drain on family resources. Join us as we discuss key strategies for protecting yourself and your family if the need for long-term care arises.

June 23, 2021

2:00p - 3:00p

See registration link!

Retirement Readiness: Key Items to Add to Your Checklist

Are you "retirement ready"? Join us as we share key items to add to your financial checklist to help you proactively plan and prepare for those golden retirement years.

June 17, 2021

2:00p - 3:00p

See registration link!

Home Buying 101: An Overview for Prospective Buyers

Please join us for our upcoming webinar Home Buying 101: An Overview for Prospective Buyers on Thursday, June 17th. We will be sharing the key aspects of the home buying process and helpful tips every potential buyer should know.

June 10, 2021

5:00p - 8:00p

MB Wealth Management Office

Please Join Us for An Open House

Come sip, snack, mingle, and join us in celebrating our new space! *local wine experts will be on hand to share & answer questions for some of our favorite wines!

June 2, 2021

2:00p - 3:00p

See registration link!

Adulting 101: 8 Money Tips for the "Real World"

Please join us for our upcoming webinar Adulting 101: 8 Money Tips for the "Real World". We'll be sharing eight actionable tips for recent grads or soon-to-be graduates to utilize as they enter the workforce and begin the next stage of their journey.

Event Registration