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

 

Agenda
Agenda
May – June 2020 May – Jun 2020
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May
15
Fri
New Zoom Series – The Empowered Investor: Opinions, who to trust?
Tickets
May 15 @ 11:00 am – 12:00 pm

The Empowered Investor Series

Opinions! There is no shortage of opinions when it comes to investing. Who can you trust? A Zoom Teleconference
We have been having so much fun and success with Zoom that we are listening to feedback and rolling out more opportunities for interaction, conversation, and learning.

First Up: Opinions!  

In a world that is turned upside down and with so many confusing opinions out there… where do you turn to find guidance? Who do you trust? How do you regain power over your life?  Join the conversation around two divergent opinions Bull v/s Bear  James McDonald and Dr. Bob Froelich’s opinions. How does this impact your decisions?

Be sure to share this invite with a friend or family member so they can secure their own event link and join in the conversation. Please use the link below to Register for login details.

The Empowered Investor Series   A series of Zoom conversations designed to help investors find peace of mind in their financial decisions aimed at empowering you with the financial knowledge you need to live the life you love.

May 15, 2020

11 am CT

Zoom Registration Link: https://us02web.zoom.us/meeting/register/tZcrcOytqDsqHNW5KxnDrlyk5U-p9Zb9q6_L
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May
29
Fri
Opinions! Everyone has one… Where should I invest to get the best returns?
Tickets
May 29 @ 11:00 am – 12:00 pm

Growing Wealth

May 29th, 2020 at 11am CT

A conversation regarding the mutual fund/ investment industry and what it means for you.

Your investment philosophy and strategy might include stocks, bonds, and cash.  Sounds simple enough so why are there so many ideas out there on how to invest?  Passive vs actively managed accounts? What is a structured portfolio? How about Mutual Funds? ETF vs Index Funds?  We’ll address these issues and many more.

Please register on Zoom to get your login information.

https://us02web.zoom.us/meeting/register/tZcrcOytqDsqHNW5KxnDrlyk5U-p9Zb9q6_L ​

 

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Jun
3
Wed
Opinions! Everyone has one… Where should I invest to get the best returns?
Tickets
Jun 3 @ 6:30 pm – 7:30 pm

Growing Wealth

 

 

 

 

 

 

June 3rd, 2020 at 6:30pm CT

A conversation regarding the mutual fund/ investment industry and what it means for you.

Your investment philosophy and strategy might include stocks, bonds, and cash.  Sounds simple enough so why are there so many ideas out there on how to invest?  Passive vs actively managed accounts? What is a structured portfolio? How about Mutual Funds? ETF vs Index Funds?  We’ll address these issues and many more.

Please register on Zoom to get your login information.

 

https://us02web.zoom.us/meeting/register/tZ0scu-qqz4qE9cgfTC2JU57hN006t22H_C-%20%E2%80%8B

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May – June 2020 May – Jun 2020

Client Center