Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm 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

More events are on the way! Check back soon for more information.

Past Events

June 7, 2023

6:00p - 7:30p

Total Wine

Estate Planning Essentials Workshop

Is your estate properly protected? Is your wealth and health scheduled to be handled according to your wishes? Plan on attending this informative workshop to review four quick steps you can take to properly establish or update your estate plan!

April 19, 2023

6:15p - 7:30p

Angelo M. Lacoboni Library

January 17, 2023

6:30p - 8:30p

Burns Community Center

June 8, 2022

7:30p - 9:00p

Karen Codman FSC Securities

May 12, 2022

6:30p - 8:00p

Karen Codman FSC Securities

November 21, 2021

2:00p - 5:00p

Our Office

November 21, 2021

2:00p - 5:00p

Our Office Parking Lot

July 27, 2021

7:00p - 8:00p


May 12, 2021

7:00p - 8:00p


Event Registration