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Valentine’s Luncheon February 17, 2022

Valentine’s Luncheon February 17, 2022

Each Valentine’s season, we invite those who have experienced the pain of losing a spouse to a special luncheon.   We had a lovely time visiting with clients and guests last Thursday at Cherokee Country Club. The food was delicious and the view of the Tennessee...
Night of Christmas Cheer – December 3, 2021

Night of Christmas Cheer – December 3, 2021

It was a festive Friday night! We’re SO happy that we could share an exciting night with all of you to spread Christmas Cheer and show our gratitude for your continued partnership! Our photographer, Andrew Gouge, captured some special moments! 📸 You are welcome...
Invest in Your Marriage Event Wrap Up

Invest in Your Marriage Event Wrap Up

On March 5th, 2020 we held our 2nd Live Invested with Us event. We invited Dr. Todd Hardin to speak about how to “Cultivate a Successful Marriage.” He graciously shared his outline with us. Thank you to all who came. We strive to help our clients Live...
Sustainable Investing: Event Wrap Up

Sustainable Investing: Event Wrap Up

Investors are more educated and better informed than at any time in history, which has led to a growing awareness of both the plethora and seriousness of the issues confronting society. Live Invested with Us! We had a great first January Live Invested with Us event!...