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RIA Events

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Thanks to the pandemic, our Lunch & Learn series has gone virtual: Richard Rosso, CFP, our Director of Financial Planning, and Senior Advisor, Danny Ratliff, CFP have put together a series of informative, interactive presentations on your money, retirement, taxes, Social Security, and other financial matter with which you’re most concerned. We’ve recorded those sessions for your review here. Watch our website for details on our next Lunch & Learn in the series!

, Events

Ever wonder what Rich and Danny are doing on the weekends? The Candid Coffee series of discussions centers around questions you’re asking about your money, family finances, and retirement concerns—which this dynamic duo answers straight from their kitchen tables! We’ve captured these candid conversations for you here in this collection of videos. Watch our website for details on our next Candid Coffee presentation in the series!