Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend an Event

At Sandy Morris Financial & Estate Planning Services, LLC, we hold informational events for our clients and the greater community that feature information on specific topics, such as long-term care and estate planning. Often, our events include guest speakers and special activities as well as take-home materials. We strive to keep you up to date on issues that matter to you, your family and your financial well-being.

Feel free to schedule a one-on-one, no-obligation meeting whenever you attend an event.

UPCOMING EVENTS:

February Events are filling up quick! Register TODAY!

February 21
Educational Event
6:30 pm | Ruth’s Chris Steak House
February 27
Educational Event
6:30 pm | Ruth’s Chris Steak House
April 2
Educational Event
6:30 pm | Ruth’s Chris Steak House
April 3
Educational Event
6:30 pm | Ruth’s Chris Steak House
April 9
Educational Event
6:30 pm | Ruth’s Chris Steak House
April 23
Educational Event
6:30 pm | Ruth’s Chris Steak House
April 24
Educational Event
6:30 pm | Ruth’s Chris Steak House

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 1.800.589.5534