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
Myths and Truths of Investing
4/13/2021 at 11:30am-12:30pm CT
Join us for our next presentation, Myths and Truths of Investing – a Zoom meeting. This is a client favorite and important to see more than once.
Myths and Truth of Investing… 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.
You must pre-register for this Zoom event.
Myths and Truths of Investing
4/14/2021 at 6:30pm-7:30pm CT
Join us for our next presentation, Myths and Truths of Investing – a Zoom meeting. This is a client favorite and important to see more than once.
Myths and Truth of Investing… 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.
You must pre-register for this Zoom event.
Getting Ready to Retire
5/11/2021 at 11:30am-12:30pm CT
Join us for our next presentation, Getting Ready to Retire – a Zoom meeting.
Is retirement on your horizon, but not sure what steps you should be taking now? In this discussion, we’ll look at the areas to examine as retirement approaches, so that you are in a good position to transition into that next phase of your life.
We will discuss areas such as investments, health care, and tax planning.
You must pre-register for this Zoom event.