Broker Check


February 18th, 2021 LWMG Economic and Investment Update with Guest Chris Shuba

Chris Shuba is the Founder and CEO of Helios Quantitative Research. In our first client webinar of 2021, we discuss the past year from an economic and investment standpoint.

December 8th, 2020 3M Webinar

An informal Q & A session where you can get answers to questions as you consider making the transition to retirement. Topics included but are not limited to 3M pension options, 3M 401(k), social security, 3M stock, and 3M health care credits. 

October 28th, 2020 Client Webinar 

Topics included economic updates, our upgraded website and services, and in the spirit of the election season, a call to vote for how we can distribute our charitable donations in the time of COVID-19.