We have attempted to provide some semblance of normalcy regarding our services and outreach after over 18 months of revamping business practices and our interactions with clients and our professional partners. We originally scheduled in-person professional appreciation events for the end of September and a client appreciation event for early December, as we have done in previous years. Unfortunately, due to the Delta variant, we decided to postpone these large in-person events and will reschedule them and/or turn these events into a virtual event. We believe we have a duty to protect our senior clients, the public, and our [...]

After almost a year and a half in a virtual setting, our team is in the process of returning to the office. We also are doing more in-person appointments. We will continue to offer virtual appointments for those who wish to meet via Zoom. Additionally, although we will be continuing with other virtual professional and consumer education series, we will be beginning to offer in-person continuing education presentations beginning this summer. We have updated our professional and consumer seminars and webinars for 2021. You may review all our updated 2021 professional and consumer events by clicking here. We hope you [...]

As we move into the second year of dealing with the effects of COVID-19, at the present time, most of our office team continues to be hard at work with the assistance of technology. We continue to be very productive working remotely, and are at the office when needed to meet with clients or perform tasks they cannot accomplish remotely. However, as more of our clients and staff are fully vaccinated over the coming weeks, we expect to start engaging in more in-person client appointments and have more staff return to the office. However, we will continue to give our [...]