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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

June 17, 2021

2:00p - 3:00p

See registration link!

Register

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 23, 2021

2:00p - 3:00p

See registration link!

Register

Retirement Readiness: 5 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.

Past Events

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