Event: Organize and Downsize 2019

Event: Organize and Downsize 2019

Do you have too much stuff? You’re not alone. Americans are great at accumulating stuff, but not great at knowing when or how to let it go. Going through all your accumulated things can be daunting,[…]

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Shred Fest 2019

Shred Fest 2019

As a child, my parents bribed me with toys to get good grades. Now that I'm an adult, the bribes are a lot less fun. Not Getting Arrested in exchange for Paying My Taxes isn't the same dopamine rush[…]

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Shred Fest 2018

Shred Fest 2018

This year we shredded 3,200 pounds of paper at Shred Fest 2018! Hosted on site at Medallion’s office on May 5th, 2018, we turned a mundane task into a party with live music, delicious refreshments,[…]

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Event: Aging and Your Mind

Event: Aging and Your Mind

John Carroll, from Deans Consulting LLC, came to share with us an engaging and educational presentation on how to set our bodies up for success as we age. He dispelled common myths about aging and[…]

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Event: Wine, Women, and Wealth

Event: Wine, Women, and Wealth

On May 4th, we hosted our popular Wine, Women, and Wealth seminar, which discussed how women investors face special challenges that make financial literacy and advanced planning especially important.[…]

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Shred Fest 2017

Shred Fest 2017

On Saturday, April 22nd, we hosted our annual Shred Fest event to celebrate the end of tax season! Clients gathered their old documents and paperwork to join us for a FREE secure shredding party. […]

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Event: Understanding Social Security Benefits

Event: Understanding Social Security Benefits

At Medallion Financial, one of the most important things we provide our clients is timely information and professional advice.  On November 17th , John and Laura Stohlman presented facts and[…]

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October 27th: Oktoberfest

October 27th: Oktoberfest

Autumn harkened our tastes to beer. Our clients and their guests joined us for this fun event and sampled a few brews while enjoying food and fun door prizes on Thursday, October 27th. Our Special[…]

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Event: Understanding Trusts, Wills, and Powers of Attorney

Event: Understanding Trusts, Wills, and Powers of Attorney

On August 2nd, 2016, we hosted a special educational opportunity, where attendees learned about the operation of a trust during life, disability and death. We covered topics like: Is a Living Trust[…]

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Event: June 2016 Wine, Women, & Finance

Event: June 2016 Wine, Women, & Finance

On June 23rd and June 28th we hosted our traditional Wine, Women & Finance Seminar in the Medallion Conference Center. Laura, Suzanne and John gave an informative presentation regarding the unique[…]

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