There are significant changes in wealth management – changes in response to socio-economic factors as well as revisions in tax laws, especially pertaining to insurance and estate matters. We believe that these changes will have a substantial impact on most of the families we serve. In January, 2015, I will be posting a series of…
The information age is a wonderful time. The ability to rapidly exchange information and to collaborate has resulted in greater possibilities than ever before. As we transfer more and more information electronically we need to be thoughtful of the associated risks. Although we are not aware of any security breaches or theft of our communications, we have…
We’ll be closed on Christmas Eve Day to potentially do some last minute shopping!Go to event page >
We’re closed on Boxing Day, possibly partaking in all the sales. If you decide to brave the crowds we hope you find lots of value in the stores.Go to event page >
Holiday HoursWe will be closed: December 24, 25, 26, 29 and January 2. The office will be open: December 30 - all day and December 31 - 9:00 a.m. - 12:00 p.m.
We were so inspired by Team Lyburn’s perseverance to succeed last year, we decided to sponsor them again this year. Read more.