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Upcoming Events

We strive to provide you with financial guidance that will help you move toward your life goals. We hope you’ll join us!

April 20th, 20248:30 AM - 11:30 AM
Stifel Owosso Branch 1865 East M21, Suite 100 Owosso, Michigan 48867

Annual Shred Event

Iron Mountain Mobile Shredding Unit will be on-site.  Bring any documents you no longer need and stay for refreshments!

April 23rd, 202412:00 PM - 12:30 PM
Zoom Call

Quarterly Conference Call - 12:00 p.m.

  • 1st Quarter Market Review
  • Market Outlook for 2024
  • Washington Updates
  • Social Security's Benefit Calculation
  • Office Updates

Join by Phone: +1 (646) 255-1997
Meeting ID: 986 7902 0649
Passcode: 946165

April 23rd, 20247:00 PM - 7:30 PM
Zoom Call

Quarterly Conference Call - 7:00 p.m.

  • 1st Quarter Market Review
  • Market Outlook for 2024
  • Washington Updates
  • Social Security's Benefit Calculation
  • Office Updates

Join by Phone: +1 (646) 255-1997

Meeting ID: 939 1166 5557
Passcode: 140280