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

January 13, 2021

11:00a - 2:00p

Virtual Event on Zoom

Lunch Hour Legacy Letter Writing Workshop

Schedule some much needed time for yourself and spend some time thinking about your personal legacy. This is an introductory session to Legacy Planning. We will explore our own path through writing exercises and voluntary discussion. Lunch will be catered and delivered to you. Our conference room is also available for those comfortable wearing a mask.

December 9, 2020

10:30a - 12:00p

Virtual Event on Zoom

Bereavement Organizing with Su-Yoon Ko

Please join us for a conversation with Su-Yoon Ko, a professional organizer and owner of Decluttering Key.  Su-Yoon specializes in bereavement organizing, helping those who have lost someone see to their belongings. This specialty was a natural flow into becoming a certified End-of-Life Doula, supporting patients and their loved ones through the end of life process, meeting them where they are no matter the stage. This is a virtual event. Please contact us to register to receive link!

Event Registration

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