Join Us for a Workshop

Let's Talk About What Matters to You

Learning about your financial future doesn’t have to feel formal or overwhelming. Instead, we’re creating opportunities for you to connect with others, enjoy meaningful conversations, and pick up valuable insights along the way.

Whether it’s a casual gathering, a themed event, or a relaxed discussion with our Advisors, our events are designed to be both social and enriching, giving you the chance to explore topics that matter most to you in a welcoming, down-to-earth setting.

From our Cybersecurity info session about safeguarding your financial future to An Evening of Top Golf with a brief market update, we’re creating experiences that are as engaging as they are informative. These gatherings are about more than just learning. They’re about building community and sharing the journey.

We’ve also hosted events like:

• Live Wellthy
  
  In 2024, Advisors hosted an event with certified life coach Samantha Tiller to explore topics such as transitioning from work to retirement and navigating the “third act of life.” Many of us spend decades focused on careers and family, only to reach retirement unsure of what’s next. Samantha helped attendees cast a new vision of focus and purpose for life post-employment.

• Mock Meetings with the Investment Policy Committee
  
  In the past, DCM held a behind-the-scenes look at how our Investment Policy Committee evaluates markets, economic trends, and global events. Clients gained insight into the decision-making process that shapes DCM investment strategies, and a unique opportunity to ask questions, learn how we think, and better understand the rationale behind our investment philosophy.
  
  
  
• What Is Your Business Really Worth?
  
  In 2023, we brought in a speaker to help clients who own businesses better understand the worth of their companies. Attendees learned about the valuation process and how it can support retirement or future sales. This event was well-received, with many finding value in understanding how to position their business for long-term success.
  
  

In July, our Advisor Teams will be attending a summit on Generational Wealth, because we’re always learning, too. We’re excited to bring back fresh insights to help you grow your legacy and align your wealth with what matters most: your people, your passions, and your purpose.

We’d love your input! Your feedback and ideas help us shape future workshops that truly resonate. These sessions aren’t just about learning—they’re about partnership and community. Your voice helps us deliver real-world solutions that matter to you.

If you have a topic that you would find valuable or interesting, please reach out to your DCM advisor.

This article was featured in the Summer 2025 edition of the Rising Dividend Report.

Read more articles from this issue here.