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
Surviving the Perfect Storm
2/16/2021 at 11:30am-12:30pm CT
Join us for our next NEW presentation, Surviving the Perfect Storm – a Zoom meeting.
Are your investments built to last any storm?
Elections, the pandemic, and social unrest. 2020 was the perfect storm. We’ll look at how a well-built portfolio is designed and constructed to weather turbulent times.
You must pre-register for this Zoom event.
Surviving the Perfect Storm
2/17/2021 at 6:30pm-7:30pm CT
Join us for our next NEW presentation, Surviving the Perfect Storm – a Zoom meeting.
Are your investments built to last any storm?
Elections, the pandemic, and social unrest. 2020 was the perfect storm. We’ll look at how a well-built portfolio is designed and constructed to weather turbulent times.
You must pre-register for this Zoom event.
Finding the Patience and Courage to Re-Balance
3/16/2021 at 11:30am-12:30pm CT
Join us for our next NEW presentation, Finding the Patience and Courage to Re=Balance – a Zoom meeting.
In March of 2020, many investors panicked and moved their money out of the market. In the face of uncertainty, it takes courage to remain disciplined and re-balance. We will examine what re-balancing is, and how it benefits the investor.
You must pre-register for this Zoom event.