Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Events

Upcoming Events

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

Past Events

December 6, 2019

3:00p - 7:00p

Moneywise Planning Group Branch

Holiday and Open House Party

Please join us in celebrating this wonderful holiday season and our new location. An evening of great food, great conversation, and time with our great clients!

June 11, 2019

6:30p - 8:30p

Sandra's on the Park

Estate Planning Essentials Workshop - Dinner

a workshop about estate planning

June 11, 2019

12:00p - 2:30p

Sandra's on the Park

Estate Planning Essentials Workshop - Lunch

An informative lunch or dinner that answers questions about estate planning

April 4, 2019

6:30p - 8:30p

MoneyWise Planning Group

Health and Wealth Event

Get your Body and Finances in Shape! An evening full of great information for your body and finances along with time for Q&A. Healthy snacks and beverages will be served. You won't want to miss this!

Event Registration


Thank you!

Error processing your request. Please try again at a later time.