Upcoming Events

Tomato Ravioli


February 2022:  On or around Valentine's Day each year, we celebrate our female clients!  2022 will be our 24th Annual Valentine's Luncheon!

    ** COVID may impact the event so stay tuned. **

Male Speaker


John enjoys and has the privilege of lecturing around the country over various financial topics.  He has spoken to audiences all across the country, and has been featured as a Guest Finance Lecturer onboard both Norwegian and Celebrity cruise lines.  He is an "Advisor to Advisors" in the industry and has  presented educational workshops to other advisors at firms such as Ernst & Young, Fidelity, Wells Fargo, and Morgan Stanley.

Need a speaker for your next event?  Contact John about having an informative, engaging, and educational presentation for your group or company. 

Bullet Journal


Apr 15:  Deadline to file your income taxes and to contribute to a Roth or Traditional IRA
Oct 1:  FAFSA application can be filed
Oct 15:  Deadline to file your income tax return (if filed an extension)
Dec 31:  Deadline for RMD's if age 72 or older (or if you are the beneficiary of an Inherited IRA).

Previous Events

Check out some of our prior events!


Feb 12:  20th Annual Valentine Ladies Luncheon!  Ridglea Country Club

Mar 18-19:  John will be teaching an Investments class at Georgetown University in Washington, D.C.

Jun 10-12:  John will be teaching a CERTIFIED FINANCIAL PLANNER™ Review course - San Francisco State University

Dec 18: Client Appreciation Luncheon at Ridglea Country Club with Guest Speaker from the U.S. Secret Service