Featured Event
As an investor, the connection between your values and your money has to be realigned periodically. Your goals and priorities change throughout your life and so do your views on what matters the most to you and those around you. “Alignment” will bring to life three different ways of approaching this intersection in one afternoon.

Join us this upcoming October 30th at 4:30 PM at the Scottish Rite Masonic Museum in Lexington and experience an afternoon focused on you, your values, and how to better align them with your money decisions.

We encourage you to bring your close friends and family with you.