We provide opportunities for you to fully understand the details of how your money will be working for you.
We offer a variety of educational tools that fit your learning style, your personal schedule and your interests.
Check-Out Our Upcoming Events
The Crypto Conundrum
6/27/2023 at 11:30am-1:00pm CT
There is a lot of advertising, conversation, interest, and hype around cryptocurrency and other digital “investments.” So, what is it all about?
Join us on Tuesday, June 27th at 11:30 am CST, to learn about web-based investing and how our human behavior can get in our own way and destroy our investing success.
This is a great opportunity for you to continue, or invest in, your financial education. Join us on Zoom for an informational 90-minute conversation, and an opportunity to ask the questions you need answers to.
Click Register Now!
You must pre-register for this Zoom event.
The Crypto Conundrum
6/28/2023 at 6:00pm-7:30pm CT
There is a lot of advertising, conversation, interest, and hype around cryptocurrency and other digital “investments.” So, what is it all about?
Join us on Wednesday, June 28th at 6:00 pm CST, to learn about web-based investing and how our human behavior can get in our own way and destroy our investing success.
This is a great opportunity for you to continue, or invest in, your financial education. Join us on Zoom for an informational 90-minute conversation, and an opportunity to ask the questions you need answers to.
Click Register Now!
You must pre-register for this Zoom event.
Mind Over Money
7/6/2023 at 6:00pm-7:30pm CT
| Join us for a conversation about the ‘emotion and intellect’ of investing.
Financial fitness can only happen with a disciplined investment process, diversification, and market appreciation over a meaningful period of time. We all know this. So, how do we manage our logic, instincts, and emotions to be a successful investor? We’ll explore how to take charge and put your Mind over Money ™ and design the future and achieve the dreams you plan for. |
Join us on Zoom for an informational 90-minute conversation, and an opportunity to ask the questions you need answers to.
Click REGISTER NOW and take action for your financial future.