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
15
Tue
Empowered Investor: Separating Myth and Truths of Investing
Sep 15 @ 11:00 am – 12:30 pm

 

Separating Myths from Truths of Investing, Knowing the Crucial Difference

9/15/2020 at 11am-12:30pm CT

A financial education opportunity that takes aim into the ‘how & why’ of investing We’ll discuss ‘what works and what doesn’t work’ with your investing mindset, strategy, and results.

This discussion will give you an understanding of what True investing is and reveal what speculating and gambling is and how to apply this knowledge, take advantage of market returns, manage risk, and costs of investing.

Allow us to help you understand what is truth and what is myth.

Sep
16
Wed
Empowered Investor: Separating Myth and Truths of Investing
Sep 16 @ 6:30 pm – 8:00 pm

 

Separating Myths from Truths of Investing, Knowing the Crucial Difference

9-16-2020 at 6:30pm CT

A financial education opportunity that takes aim into the ‘how & why’ of investing We’ll discuss ‘what works and what doesn’t work’ with your investing mindset, strategy, and results.

This discussion will give you an understanding of what True investing is and reveal what speculating and gambling is and how to apply this knowledge, take advantage of market returns, manage risk, and costs of investing.

Allow us to help you understand what is truth and what is myth.

Oct
20
Tue
Five Huge Mistakes Investors Are Making Right Now
Oct 20 @ 11:30 am – 12:30 pm

October 20th, 2020 at 11:30am CT

As we move from one crisis to the next, enduring ongoing volatility and uncertainty, one thing is certain: panic and fear rule the day. In fact, it has never been easier or more tempting to violate the most basic rules of investing and jeopardize your life savings.

Join us for a Zoom call where we will address the reality investors are dealing with right now and the huge mistakes they or their advisors are tempted to make that can destroy their portfolios.