Morning at Sunrise

Conference Room (looking to stadium seating) Full

A “Morning at Sunrise” is our ongoing, educational series aimed at maintaining and enhancing financial awareness. This informal, interactive gathering is used to discuss current financial events and the implications on your investments, financial plan, tax situation, or estate plan.

Next Event:  October 4, 2018 (Thursday) at 12:00PM (Noon)

Topic:  “Business Valuation: What’s My Business Worth?”
Our discussion is geared toward business owners and the professionals that assist them (CPAs, attorneys, and others). We will explore the levers to enhance business value, introduce our business valuation tool, and examine the integration of business/personal wealth strategies.

RSVP: Reserve your spot by sending us an email to or by giving us a phone call (913.681.0215).