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
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
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
June 17, 2020 at 6:30pm CT
Empowered Investor Series #3 Opinions: ‘Alternative Investments’ What are they? Do they have a place in your financial world?
Hedge funds? Gold or Silver? Real Estate?
Join the conversation and be Empowered through Knowledge
Please register on Zoom to get your login information.
