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
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.
2020, The Year in Review
12/17/2020 at 6:30pm-7:15pm 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.
Verify, Verify, Verify
1/19/2021 at 11:30am-12:30pm CT
Join us for our next presentation, Verify, Verify, Verify – a Zoom meeting.
Don’t be a victim of financial fraud. We will share insight on protecting yourself and your portfolio.
Ensure your investment providers are transparent and practice full disclosure to give you peace of mind. Join us for insight into your investments.
You must pre-register for this Zoom event.