Broker Check


About Our Events

Our first priority is our relationship with our clients and our community.  Each month we host different educational seminars to provide valuable and relevant information for our community.  Every month we hold one of our "Wisdom Wednesday" seminars, which vary in topic each month.

Our speakers come from a wide array of backgrounds and are experts in their given field.  It is our responsibility to our clients to provide them with the resources and information they will need to continue on their journey of Responsible Wealth.


Asset Class Investment Strategies

February 27, 2019 6:15p - 8:00p Eastern Standard Time

C&A Financial Group Event Center

We have all heard the phrase "diversification is key"...but how are your investments spread out among the different asset classes? Join us for this complimentary seminar where we will discuss the 5 key asset classes at length and the benefits that go along with each.


Financial Wellness for Medical Prof.

March 6, 2019 6:30p - 8:30p Eastern Standard Time

C&A Financial Group Event Center

Join us for a complimentary seminar, focused on ensuring your financial health. Focusing on Medical Professionals and their finances. Meals provided!

Event Registration

Thank you!

Error processing your request. Please try again at a later time.