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
Mind Over Money™
8/26/2020 at 6-7pm 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.
Separating Myths from Truths of Investing, Knowing the Crucial Difference
9/15/2020 at 11am-12:30pm CT
A financial education opportunity that takes aim into the ‘how & why’ of investing We’ll discuss ‘what works and what doesn’t work’ with your investing mindset, strategy, and results.
This discussion will give you an understanding of what True investing is and reveal what speculating and gambling is and how to apply this knowledge, take advantage of market returns, manage risk, and costs of investing.
Allow us to help you understand what is truth and what is myth.
Separating Myths from Truths of Investing, Knowing the Crucial Difference
9-16-2020 at 6:30pm CT
A financial education opportunity that takes aim into the ‘how & why’ of investing We’ll discuss ‘what works and what doesn’t work’ with your investing mindset, strategy, and results.
This discussion will give you an understanding of what True investing is and reveal what speculating and gambling is and how to apply this knowledge, take advantage of market returns, manage risk, and costs of investing.
Allow us to help you understand what is truth and what is myth.