News
- Monterey Financial Partners changes name to better reflect service offering.
- Monterey Wealth completes first full year of strategic alliance with Signature   Bank
- Jay Cohen, MPA, CPA, CFP® moderates Executive Compensation and Benefits panel for
  the International Center for Executive Options – March 7, 2007

Events
- Cooking Demonstration – Viking Store, Buckhead, May 3, 2007
- Wine 101 - Wine Tasting – TBD
- Economic Forecast – TBD
- Preparing for Retirement Income - TBD
- Teaching Your Children/Grandchilren How to Save Money – TBD