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Upcoming Events

Whether it’s keeping up with popular trends or discussing retirement options, we are dedicated to providing sound information to our clients. Along the way, we like to have some fun, too!  This page will include events ranging from educational seminars to family sporting events to supporting local charities. Please call our team if you should have any questions. 

 

October 24, 2019

6:00p - 8:00p

Cottonwood on the Greens at Los Alamos Golf Course

Thursday Dinner Seminar

Financial Advisors Diane Chan, CMFC® and Craig Johlfs, CFP® invite you to join an exciting and informative educational event. Zack Shafran will discuss the diverse and growing investment opportunities in technology and health care. Q&A to follow.

 

October 25, 2019

11:00a - 1:00p

Cottonwood on the Greens at Los Alamos Golf Course

Friday Lunch Seminar

Financial Advisors Diane Chan, CMFC® and Craig Johlfs, CFP® invite you to join an exciting and informative educational event. Zack Shafran will discuss the diverse and growing investment opportunities in technology and health care. Q&A to follow.

Event Registration

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