Events & Gatherings
A few times a year, we bring people together
What to Expect
Throughout the year, we host a small number of gatherings designed to bring thoughtful people together in a relaxed and conversational setting. These events create space to connect, exchange perspectives, and explore topics that often come up in long-term financial planning.
Client Gatherings
From time to time, we host informal gatherings for clients. There is no formal agenda or presentation—simply an opportunity to connect with others, share conversation, and enjoy an evening together.
These gatherings are our way of expressing appreciation while creating an environment where relationships and thoughtful dialogue can develop naturally.
Educational Dinners
We also host small, invitation-only dinners focused on financial topics that many families encounter as they plan for the future.
Discussions may include areas such as tax-efficient planning, Social Security timing, estate considerations, and broader market perspectives. The purpose is to provide clarity and context in a comfortable setting—never a sales presentation.
Upcoming Events & Gatherings
Medicare & IRMAA (Income-Related Monthly Adjustment Amount)
What is your only federally mandated expense that is inflating at over 6% per year - Hint it is not your taxes.
Interested in Attending?
If you believe you would be an appropriate addition to a future gathering, we welcome an initial conversation.