Upcoming Events



June Seminars:

We will be having three seminars at Eddie Merlot’s in early June to discuss our transition to Charles Schwab and to sign documents:

Wednesday - June 5th 6:15 - 9:15 p.m. There will be heavy appetizers, wine, and beer.

Friday - June 7th 12:15 - 2:15 p.m. Afternoon luncheon, soft drinks and wine only.

Saturday - June 8th 11:15 a.m. - 3:15 p.m. Pre-Fathers Day brunch with Mimosas and Bloody Mary’s.



Baseball Game:

August 25th, at Huntington Park

We are hosting our annual baseball game party in the Tansky Luxury Suite at Huntington Park. We will be serving great ballpark food, soft drinks, beer, wine, and piña coladas. Only 95 guests can be accommodated in the suite so please RSVP as soon as possible if you would like to attend.

*RSVP below with names of all guests*


November Seminars:

We will be having two seminars in November at Eddie Merlot’s to update our clients on how the market has performed over the last year, and how that will effect the market for the coming year:

Wednesday - November 13th

Friday - November 15th

*RVSP below*


Christmas Party

Sunday - December 15th, 4:30 - 9:30 p.m. , at Eddie Merlot’s

We will be throwing our 34th annual Christmas party at Eddie Merlot’s. There will be an open bar and reception from 4:30 - 6:00, dinner will start at 6:15. They will be serving us a fine four course dinner. There will also be an opportunity for photos with Santa and Mrs. Claus!

*RSVP below with names of all guests*


Name *