Financial Town Hall

An engaging and empowering conversation about how families, businesses and organizations can build wealth and create lasting legacies.
About this Event

Our Financial Town Hall will be the first event in a series geared to educate our community about financial services, ideas and tactics that will help them reach their financial goals. This initial meeting will be more of a laid back conversation to get to know what specific information and products the community is interested in. We will also be able to share basic ideas for those who want to know more about investing, estate planning, leaving a legacy, etc.

5:30pm - Light food will be served as we network and welcome guests

6:00pm - Financial Town Hall (discussing the financial needs of our community and it's members and groups)

7:00pm - Mingle with community members, network and set appointments.

Please register all guests so we can accurately prepare for the event. Thank you!