Presentations & Webinars
Below is a comprehensive list of current and/or upcoming events. Once you have found the one(s) that interest you, please fill out the registration form below. Feel free to email us at for more information.

The Art of Personal Finances: Is Tax Season Really Over?

Thursday, April 22nd @11am EST.

The answer is NO! You filed your 2020 return which means we are already 25% through 2021. Time is a wastin’ and it’s time to make plans and jump into action for the 2021 tax year.

Mason Jones, CFP®


Jason D. Nickerson, CFP®, EA

Executive Vice President


The Art of Personal Finances: The Subtleties of Buying or Leasing a Car

Thursday, May 13th @11am EST.

Hop in the driver’s seat as we take a ride through the peaks, valleys, twists and bends of finding, financing, and owning an automobile in today’s world.

Mason Jones, CFP®


Alexander K. Ognenovski II, J.D.

Associate Advisor



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