Events
Whether it’s discussing non-financial topics such as cyber-security or keeping up with economic, market, planning, and tax trends, our firm is dedicated to providing valuable information to our clients. Informed investors make better financial decisions. If you are able to attend and/or are bringing a guest, we’ll be happy to save a seat for you.
Upcoming Events
January 8, 2020 - December 31, 2020
9:30a - 10:30a
Mimi's Café | 8980 E Shea Blvd | Scottsdale, AZ 85260
Monthly Coffee Club
Join us for our monthly coffee club every 2nd Wednesday of the month. We will talk about the market as well as many other important topics that are relative to present day. As always, breakfast is on us and please feel free to bring family, friends, or guests. The monthly coffee club meets at Mimi’s Café on Shea Boulevard at 9:30AM. We look forward to seeing you there!
Past Events
January 15, 2020
11:00a - 12:00p
Online
Webinar: Guide to the Markets®
Learn about the current state of the marketplace in a presentation titled, Guide to the Markets®