Learning Center
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
September 13, 2022
4:00p - 8:00p
Presque Isle Cookhouse Pavilion
Client Appreciation Picnic
Come join us for some food and games on Presque Isle!
August 25, 2022
6:00p - 8:00p
The Cork 1974
Retirement Income Planning Program 08/25/22
Please join us for dinner as we discuss retirement strategies for maximizing social security, increasing income, and protecting your money from market volatility.
August 23, 2022
6:00p - 8:00p
The Cork 1974
Retirement Income Planning Program 08/23/22
Please join us for dinner as we discuss retirement strategies for maximizing social security, increasing income, and protecting your money from market volatility.
August 19, 2022
6:30p - 8:00p
Courtyard Winery
Wine Tasting and Tour of Courtyard Winery
We want to take some time to enjoy some wine, hors d'oeuvres, and good company with our clients!
July 28, 2022
6:00p - 8:00p
The Cork 1974
Retirement Income Planning Program 07/28/22
Please join us for dinner as we discuss retirement strategies for maximizing social security, increasing income, and protecting your money from market volatility.
July 26, 2022
6:00p - 8:00p
The Cork 1974
Retirement Income Planning Program 07/26/22
Please join us for dinner as we discuss retirement strategies for maximizing social security, increasing income, and protecting your money from market volatility.
July 23, 2022
11:00a - 2:00p
TBaer Wealth Management Office
Shred Day
Please join us for Shred Day and food! Responsibly destroying sensitive documents is a smart way to keep from identity theft and ensuring safety of assets.
September 20, 2021
6:00p - 8:00p
The Cork 1974
Retirement Income Planning Program 09/20/21
Please join us for dinner as we discuss retirement strategies for maximizing social security, increasing income, and protecting your money from market volatility.
September 16, 2021
6:00p - 8:00p
The Cork 1974
Retirement Income Planning Program 09/16/21
Please join us for dinner as we discuss retirement strategies for maximizing social security, increasing income, and protecting your money from market volatility.
September 14, 2021
6:00p - 8:00p
The Cork 1974
Retirement Income Planning Program 09/14/21
Please join us for dinner as we discuss retirement strategies for maximizing social security, increasing income, and protecting your money from market volatility.
August 16, 2021
6:00p - 8:00p
The Cork 1974
Retirement Income Planning Program 08/16/21
Please join us for dinner as we discuss retirement strategies for maximizing social security, increasing income, and protecting your money from market volatility.
August 12, 2021
6:00p - 8:00p
The Cork 1974
Retirement Income Planning Program 08/12/21
Please join us for dinner as we discuss retirement strategies for maximizing social security, increasing income, and protecting your money from market volatility.
August 10, 2021
6:00p - 8:00p
The Cork 1974
Retirement Income Planning Program
Please join us for dinner as we discuss retirement strategies for maximizing social security, increasing income, and protecting your money from market volatility.
July 24, 2021
10:00a - 2:00p
TBaer Wealth Management Office
Shred Day
Please join us for Shred Day! Responsibly destroying sensitive documents is a smart way to keep from identity theft and ensuring safety of assets.
July 22, 2021
6:00p - 8:00p
Raymond M Blasco, MD Memorial Library
Retirement Income Planning Program
Please join us as we discuss retirement strategies for maximizing social security, increasing income, and protecting your money from market volatility.
July 22, 2021
11:00a - 1:00p
Raymond M Blasco, MD Memorial Library
Retirement Income Planning Program
Please join us as we discuss retirement strategies for maximizing social security, increasing income, and protecting your money from market volatility.
July 20, 2021
6:00p - 8:00p
Raymond M Blasco, MD Memorial Library
Retirement Income Planning Program
Please join us as we discuss retirement strategies for maximizing social security, increasing income, and protecting your money from market volatility.
July 20, 2021
11:00a - 1:00p
Raymond M Blasco, MD Memorial Library
Retirement Income Planning Program
Please join us as we discuss retirement strategies for maximizing social security, increasing income, and protecting your money from market volatility.
June 26, 2021
6:00p - 8:00p
The Cork 1974
Retirement Income Planning Program
Please join us for dinner as we discuss retirement strategies for maximizing social security, increasing income, and protecting your money from market volatility.
June 24, 2021
6:00p - 8:00p
The Cork 1974
Retirement Income Planning Program
Please join us for dinner as we discuss retirement strategies for maximizing social security, increasing income, and protecting your money from market volatility.
June 22, 2021
6:00p - 8:00p
The Cork 1974
Retirement Income Planning Program
Please join us for dinner as we discuss retirement strategies for maximizing social security, increasing income, and protecting your money from market volatility.