Seminars and Events

Being a better investor sometimes means seeking guidance from someone else. We invite you to join us for one of our educational seminars or events.

At each seminar we explain our objective and uncomplicated approach to investing – including saving for retirement, estate planning considerations, social security decisions and insurance needs.  We also present our outlook on the markets and thoughts on future global and economic trends.

Our most recent client event was held at Sweetwater Brewery in October.  This annual event enables us to celebrate our special relationships with our clients in a fun, relaxed atmosphere while also presenting Mike Stark's outlook on the economy and markets. We hope you will join us this year!

Please contact us or email This email address is being protected from spambots. You need JavaScript enabled to view it. to learn more about upcoming events.