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At Compass Financial, we believe it’s our privilege to teach our clients more about the markets, investing, budgeting and how to pursue their financial goals.

It’s part of our promise to each client — we’re here to teach, answer your questions, and being a sounding board.

To honor that promise, we hold educational events that are open to the public, some that are specific to our clients and do a lot of one on one teaching as well.

We hope you’ll take full advantage of these offerings.

Upcoming Events

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

Past Events

January 21, 2020

12:00p - 1:30p

Compass Financial Services

2020 Economic Update

Come hear from local professionals in real estate, banking, taxes, and more as they discuss their outlook for the coming year! Lunch will be provided, so please RSVP to Nancy Economos.

Event Registration