From time to time, we conduct events to inform, educate, and entertain our clients. In addition to workshops and seminars on topics of special interest to our clients, we also invite all our clients to our annual appreciation event. Here is a partial list of the events that we have held for our clients.
| Client Events | Event Date |
| Annual Client Appreciation Event | 2/1/2003 |
| Estate Planning Workshop | 2/2/2004 |
| Annual Client Appreciation Event | 2/21/2004 |
| Investment & Asset Protection Strategies Seminar | 4/27/2004 |
| Why Women Need Retirement Planning More than Men Seminar | 12/2/2004 |
| Estate Planning Workshop | 2/11/2005 |
| Annual Client Appreciation Event | 3/10/2005 |
| Annual Client Appreciation Event | 3/18/2006 |
| Long Term Care Seminar | 11/1/2006 |
| Annual Client Appreciation Event | 3/17/2007 |
| Special Client Appreciation Event- Orpheum theater | 2/16/2008 |
| Annual Client Appreciation Event | 5/3/2008 |
| Annual Client Appreciation Event | 3/14/2009 |
| Estate Planning Workshop | 4/15/2009 |
| Tax Planning Workshop | 5/28/2009 |
| Recognizing a Good Company versus a Good Stock Seminar | 10/20/2009 |
| Recognizing a Good Company versus a Good Stock Seminar | 11/4/2009 |
| Annual Client Appreciation Event | 3/13/2010 |
| Investing for Income & Inflation Protection Seminar | 5/5/2010 |
