Client Center: Events

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

 

Jun
17
Wed
Opinions: ‘Alternative Investments’  What are they?  Do they have a place in your financial world?
Jun 17 @ 6:30 pm – 7:30 pm

June 17, 2020 at 6:30pm CT

 

Empowered Investor Series #3  Opinions: ‘Alternative Investments’  What are they? Do they have a place in your financial world?

Hedge funds?  Gold or Silver? Real Estate?

Join the conversation and be Empowered through Knowledge

 

Please register on Zoom to get your login information.

 

Jun
19
Fri
Opinions: ‘Alternative Investments’  What are they?  Do they have a place in your financial world?
Jun 19 @ 11:00 am – 12:00 pm

June 19, 2020 at 11:00am CT

 

Empowered Investor Series #3  Opinions: ‘Alternative Investments’  What are they? Do they have a place in your financial world?

Hedge funds?  Gold or Silver? Real Estate?

Join the conversation and be Empowered through Knowledge

 

Please register on Zoom to get your login information.

 

Jun
30
Tue
Empowered Investor Series #4: Outlook: Glass 1/2 Empty or Glass 1/2 Full? The surprising impact of investor bias in your investment portfolio.
Jun 30 @ 6:30 pm – 7:30 pm

 

6-30-2020 at 6:30pm

Outlook!: Glass 1/2 Empty or Glass 1/2 Full? The surprising impact of investor bias in your investment portfolio.

  • Human beings are not hard-wired for long term investing
  • Since investors are human beings, numerous biases will make the investing process more difficult
  • A positive outlook is extremely helpful, if not necessary for long term investing

Our beliefs and mindset affects our financial success.  Discover the behavioral science of how our brains work and how our humanity often derails our success.

This awareness can empower your decisions around money and save you needless anxiety, worry, and financial duress