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
Politics and Portfolios
February 8th, 6-7:30pm CT
After a tumultuous year in 2022, where do investors go from here?
Last year stock markets declined substantially, bond investors experienced losses not seen in decades, virtual currencies crumbled, and real estate cooled. Add to that a nation still divided by politics, record high inflation, and the concern of a recession. For investors, it may be difficult to find optimism about the future.
In this conversation, we will look at political effects on the markets and how investors can transform how they relate to concerns like inflation and recession. How they can change their outlook and increase their investing peace of mind.
With a fresh perspective, it is possible to transform perceived threats into valuable opportunities.
Click Register Now! for Zoom login information.
Dismantling the Myths of Investing
3/2/2023 at 6:00pm-7:30pm CT
As an investor, it is important for you to have peace of mind around your investments and financial future. Separating myths from truths is a crucial first step in understanding what investing is … and is not.
Join us on Thursday, March 2nd at 6:00 pm CST, for a conversation about the ‘HOW & WHY’ of investing. In a time when the investment media is sending fear-messaging about inflation… a recession… and big losses, we are here to provide you with access to discover what investing really is.
This is a great opportunity for you to continue, or invest in, your financial education. Join us on Zoom for an informational 90-minute conversation, and an opportunity to ask the questions you need answers to.
Click Register Now!
You must pre-register for this Zoom event.
Dismantling the Myths of Investing
4/12/2023 at 6:00pm-7:30pm CT
As an investor, it is important for you to have peace of mind around your investments and financial future. Separating myths from truths is a crucial first step in understanding what investing is … and is not.
Join us on Wednesday, April 12th at 6:00 pm CST, for a conversation about the ‘HOW & WHY’ of investing. In a time when the investment media is sending fear-messaging about inflation… a recession… and big losses, we are here to provide you with access to discover what investing really is.
This is a great opportunity for you to continue, or invest in, your financial education. Join us on Zoom for an informational 90-minute conversation, and an opportunity to ask the questions you need answers to.
Click Register Now!
You must pre-register for this Zoom event.