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Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

October 12, 2022

6:00p - 7:00p

Boxed and Burlap

Taxes in Retirement

"The difference between death and taxes is death doesn't get worse every time Congress meets." -- Will Rogers. Come join our advisors, Christian O'Connor and Jim Pfeil, for an evening centered around everyone's favorite topic - Taxes

October 5, 2022

6:00p - 7:00p

Boxed and Burlap

Retirement Income Workshop

Preparing for retirement consists of many factors and many steps. Learn about the 7 key decisions to be made before retirement and the 18 risks to consider leading into and throughout retirement.

September 28, 2022

5:30p - 7:30p

Boxed and Burlap

Understanding Long-Term Care

Join us for a detailed educational discussion on planning for long-term care at Boxed and Burlap.

Event Registration