We invite you to our Investments for Breakfast meetings, they are every other Tuesday, from 9:00 – 10:00 am held right in your backyard at our office.(The address is on the bottom of this page)

This is a meeting that is very casual and low key, informational in nature. We provide a complimentary light breakfast and educate you on a number of financial strategies that can add value to your financial plan. The topics we cover will range from tax planning to estate planning to investing efficiently.

Many new acquaintances attend, including experienced investors who invest their own money and are open to sharing ideas. We give an overview of the market sectors and market trends, including where market resistance and market support are found. We will discuss how to participate in market upside and how to manage risk on the downside. What is your strategy going forward if the economy falls apart again?

Our Investments for Breakfast Schedule:

Break for the Summer, will resume in the October. Check back for fall dates 2023.