Events

Thank you for registering for our February 11th Lunch & Learn series: Navigating 2026, Outlook for the Year Ahead featuring partners Brett Davis, Steve Altman and Tommy Paterson. You will receive an email from us the morning of the event with the link to join. Please reach out to us if you have any questions.

Thank you for registering for our November 5th Lunch & Learn, " Long Term Care, Preparing for the Unexpected", presented by Luke Bava, Highland Capital Brokerage. You will receive an email from us the morning of the event with the link to join. Please reach out to us if you have any questions.

Thank you for registering for our August 6th Lunch & Learn, "Now what? Thoughts Regarding Life’s Next Stage", presented by Garth Engle. You will receive an email from us the morning of the event with the link to join. Please reach out to us if you have any questions.

Thank you for registering for our market update Lunch & Learn event presented by Chief Investment Officer at Dynasty Financial Partners, Mr. Bob Shea. You will receive an email from Landon Davis on the morning of June 4th with a link to the event.

Thank you for registering for our virtual cybersecurity Lunch & Learn event presented by Vice President in Fidelity's Enterprise Cybersecurity Group, David McSweeney. You will receive an email from Landon Davis on Tuesday, April 8th with a link to the event.