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Events

Upcoming Events

September 30, 2022

12:00p - 1:00p

Zoom

Register

Life Insurance: What You Need to Know

September is Life Insurance awareness month and there is no better time to learn the basics & evaluate your life insurance needs.

Past Events

September 28, 2022

6:00p - 7:00p

Zoom

Life Insurance: What You Need to Know

September is Life Insurance awareness month and there is no better time to learn the basics & evaluate your life insurance needs.

March 31, 2022

12:00p - 1:00p

Virtual Event ~ Zoom

Women, Wealth and Well-being

Join us on March 31st at noon to discuss: - What wealth means to you. - Looking beyond the newspaper headlines. - How to get organized, get invested and move closer to achieving your goals.

June 26, 2021

12:00p - 3:00p

4228 Washington St., Lower Level

Open House and Scavenger Hunt

Join Monarch Investment Advisors for our Open House event!

June 12, 2021

11:00a - 12:30p

Virtual

Estate Planning Seminar

Learn the fundamental estate management principles that can enable you to manage your financial and personal affairs during your lifetime and distribute your wealth after death. We will discuss wills, trusts, life insurance and other essential estate planning documents.

Event Registration