Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you and friends and associates to our guest list.


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

Grandparent's Day at Pinot's Palette

September 15, 2019 12:30p - 4:00p Eastern Standard Time

Pinot's Palette

Join us for an art filled afternoon painting with family members at Pinot's Palette.

Financial Strategy Workshop

December 18, 2018 6:30p - 9:00p Eastern Standard Time

Urban Coalhouse Pizza + Bar

Experience the Dynasty Difference... Education is part of our scope for success. FINANCIAL STRATEGY WORKSHOP

Event Registration

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