Dinner and Financial Education
Do you have a plan to keep your retirement on track? Join us for a gourmet dinner and get professional insight on how to help gain financial clarity and added confidence in retirement.
Client Events
When you join our firm, you're not just a client—you become part of the JEHM Family! We host a variety of social events throughout the year to express our gratitude for the trust you’ve placed in us. These gatherings provide a chance to connect with fellow clients, forge new friendships, and introduce us to the people you care about—those who might benefit from the same support we offer you. Our events invite you to step out of your routine, try new activities, and create lasting memories together.
Financial Educational Workshops
Our Financial Educational Workshops are hosted at a local educational venue (library, college, etc.) to keep pre-retirees and retirees informed on important financial topics that might affect them. Financial guidance and instruction leads to living a more Confident Retirement Life
Attend one of our events to feel more confident and better prepared for the days ahead.
Meet With Us One-on-One
If you’d rather set up a complimentary, one-on-one visit now, we’re always ready to talk. Get started today.