During the health crisis holding events in person is not possible but PMM Financial still wants to provide our clients and friends with useful information and fun events.  We will be hosting a variety of virtual events in the upcoming months.

Our first will be an introduction to making your health care wishes known, using the  "Five Wishes" living will created by Aging with Dignity.  This will be a short 30 minute presentation featuring guest speaker Jay Lieberman from Ivy Investments.  Please click on the event below for all the info.

We would also like to know what topics you would like to see for future events.  Please send suggestions to or call us at (267) 759-6810




Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

October 27, 2020

5:30p - 6:00p

Zoom On-line Virtual Event

Balancing Opportunity, Volatility, and Perspective during the Presidential Election

We'll take a look at volatility and opportunity during the Presidential Election.

September 9, 2020

5:30p - 6:00p

Zoom - Online Virtual Meeting

Event Registration