Client Center: Events

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

 

Nov
18
Wed
Mind Over Money – Zoom: Empowered Investor Series
Nov 18 @ 6:30 pm – 7:30 pm

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.

 

Dec
11
Fri
Empowered Investor Series – 2020, The Year in Review
Dec 11 @ 12:00 pm – 12:45 pm

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.

 

Dec
17
Thu
Empowered Investor Series – 2020, The Year in Review
Dec 17 @ 6:30 pm – 7:15 pm

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.