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
Sep
27
Wed
The Verify, Verify, Verify – The Importance of Transparency and Full Disclosure
9/27/2023 at 6pm-7:30pm CT
Don’t be a victim of financial fraud!
In this Zoom opportunity, we will share insight on protecting yourself and your portfolio.
We will discuss why it’s important to ensure that your investment providers are transparent and practice full disclosure to give you peace of mind.
Join us to discover the significance of an investment custodian and using an investment manager that provides GIPS audited reviews.
Click Register Now!
You must pre-register for this Zoom event.
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