Please Join Us For Our Quarterly Webinar: April 17, 2026 at 12:00 Noon EDT

We hope you can join us Friday, April 17 at Noon EDT for our quarterly client webinar. In addition to our typical review of the markets and economy (and there is a lot to discuss there), we are pleased to introduce you to Heather Rivas, CPA, CFP®, who joined the firm in 2022 and is a wealth advisor. She will walk through the immense value of sharing your tax returns with us and what we do with them to develop and apply the most impactful tax strategies to your financial plan and portfolio.

If you are interested in joining us on April 17, please click here. You can expect to receive a confirmation email within one business day upon registering.