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
Mind Over Money™
11/17/2020 at 11:30am-12:00pm CT
Mind over Money™ is a conversation about the way the investment industry uses your human nature to sell you stuff and control your experience with money.
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.
You must pre-register for this Zoom event.
Mind Over Money™
11/18/2020 at 6:30-7:30pm CT
Mind over Money™ is a conversation about the way the investment industry uses your human nature to sell you stuff and control your experience with money.
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.
You must pre-register for this Zoom event.
2020, The Year in Review
12/11/2020 at 11:30am-12:15pm CT
Join us for our “Year in Review” zoom meeting. We will examine the market returns for the year, the hurdles the market has overcome, and how a structured and engineered portfolio is built to weather the storm.
We’ll also take a sneak peek at early 2021 events.
You must pre-register for this Zoom event.