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.