We offer a free meeting for us to get to know one another. The average meeting length is one hour. You are
welcome to bring your investment statements, although this is not necessary.
We send a monthly e-mail with Peter’s published articles. We also inform you by e-mail about upcoming events we are hosting.
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On the first Tuesday of every month we host a Lunch, Learn & Enjoy. We host a different speaker each month
to present a topic that will benefit our clients. Clients, prospective clients and their guests are invited.