Our Events
Join Us For An Event
We Can’t Wait To See You
Click on an event for more information.
Hosted by Memorial Asset Protection Plan (MAPP), the series of events through our seminars and workshops are offered complimentary to our community. Stay informed about today’s economic climate and learn more about retirement options by joining us at one of our financial seminars. Call today or click on a date below to get started in reserving your seat for one of our upcoming events.
Upcoming Workshops
Events in June–July 2026
- There are no events scheduled during these dates.
Upcoming Webinars
Events in June–July 2026
- There are no events scheduled during these dates.
RSVP
Our Services
It’s Time To Follow The Right Retirement MAPP
Income Planning
Imagine your retirement as a time when you can prepare for the retirement you envision. Discover how our qualified professionals can help you pursue the retirement you’ve envisioned or maintain the retirement lifestyle you’re already living.
Healthcare & Long-Term Care
A common concern among baby boomers is the fear of outliving their savings. With increasing life expectancies and rising healthcare costs, many face the risk of exhausting their assets during retirement. Our team is dedicated to helping you sustain the lifestyle you deserve while achieving your financial goals.
Tax Planning
Planning to reduce taxes is a vital part of your overall financial strategy. Our financial advisors are experts in tax services and planning, carefully considering income taxes, capital gains, and other factors throughout every step of your financial planning process.
Wealth Management
Our wealth management planning is grounded in a philosophy of controlling volatility and eliminating unnecessary fees.
Legacy & Estate Planning
Since we all will eventually pass, it is critical to have a plan to make sure that your hard-earned assets go to your loved ones and charities in the most efficient manner.