January 20th WEDNESDAY

12 Noon | 6:30 pm

The Columbian

Annual Market Insights with our Adaptiv System™ and David Zarling, Head of Investment Strategy & Research

February 16th *TUESDAY*       

12 Noon | 6:30 pm

The Columbian

The Latest Trends & Research on Identity Theft and Consumer Privacy with Paul Zarling, Managing Partner

March 17th WEDNESDAY

12 Noon | 6:30 pm

The Columbian

Lucky & Cautionary Estate Planning Tales with Attorney Rob Melick

April 21st WEDNESDAY

12 Noon | 6:30 pm

The Columbian

1st Quarter Market Insights with our Adaptiv System™ and David Zarling, Head of Investment Strategy & Research

May 19th WEDNESDAY

12 Noon | 6:30 pm

The Columbian

UPDATED: Best Practices on Auto | Home | Recreation Insurance

June 23rd WEDNESDAY

12 Noon Only

The Columbian

UPDATED: We're moving to our new suite on the first floor of our existing building. Yeah!

*No Lunch n Learn Event for June 2021*

July 21st WEDNESDAY

12 Noon Only

The Columbian

2nd Quarter Market Insights with our Adaptiv System™ and David Zarling, Head of Investment Strategy & Research

August 18th WEDNESDAY

12 Noon Only

The Columbian

Estate Planning with Attorney Rob Melick 

September 22nd WEDNESDAY

12 Noon | 6:30 pm

The Columbian

UPDATED: TrueHolistic Financial Planning, Securing Your Financial Confidence

*Includes Tax Strategies and Case Studies*

October 20th WEDNESDAY

12 Noon | 6:30 pm

The Columbian

3rd Quarter Market Insights with our Adaptiv System™ and David Zarling, Head of Investment Strategy & Research

November 17th WEDNESDAY

12 Noon | 6:30 pm

The Columbian

Small Business: Sharpening Your Financial Focus
December 15th WEDNESDAY  Client Appreciation Christmas Reception 11:00AM-1:00PM ~OR~ 5:00PM-7:00PM

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Let's work together! When you work with Client First as your independent fiduciary advisor, you'll see your entire financial picture in one place with one team.