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
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.
October 21st, 2020 at 6:30pm 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.
Mind Over Money™
11/17/2020 at 11:30am-12:00pm CT
Mind over Money™ is a conversation about the way the investment industry uses your human nature to sell you stuff and control your experience with money.
Financial fitness can only happen with a disciplined investment process, diversification, and market appreciation over a meaningful period of time. We all know this. So, how do we manage our logic, instincts, and emotions to be a successful investor?
We’ll explore how to take charge and put your Mind over Money™ and design the future and achieve the dreams you plan for.
You must pre-register for this Zoom event.