Client Center: 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

 

Aug
25
Thu
Empowered Investor Series – Dismantling the Myths of Investing
Aug 25 @ 6:00 pm – 7:30 pm

Dismantling the Myths of Investing

8/25/2022 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, August 25th 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.

 

Aug
30
Tue
Empowered Investor Series – Surviving the Perfect Storm
Aug 30 @ 11:30 am – 1:00 pm

Surviving the Perfect Storm

Are your investments built to last? 2022 is considered by many to be the perfect storm: inflation, recession, social unrest, war, elections… What is an investor to do? How can you stay focused on the future?

We invite you to discover how a portfolio engineered using Nobel Prize winning science and sound academic principles can withstand a crisis and see you through challenging times.

Join us on Zoom Tuesday, August 30th at 11:30 am CST to expand your insight and knowledge in the world of investing, and alleviate any feelings of chaos, panic, and uncertainty.

Click Register Now!

 

 

Aug
31
Wed
Empowered Investor Series – Surviving the Perfect Storm
Aug 31 @ 6:00 pm – 7:30 pm

Surviving the Perfect Storm

Are your investments built to last? 2022 is considered by many to be the perfect storm: inflation, recession, social unrest, war, elections… What is an investor to do? How can you stay focused on the future?

We invite you to discover how a portfolio engineered using Nobel Prize-winning science and sound academic principles can withstand a crisis and see you through challenging times.

Join us on Zoom Wednesday, August 31st at 6:00 pm CST to expand your insight and knowledge in the world of investing, and alleviate any feelings of chaos, panic, and uncertainty.

Click Register Now!

 

 

Client Center