Resources: 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
Mind Over Money™
8/26/2020 at 6-7pm 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.
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.
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.
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.
Mind Over Money™
11/18/2020 at 6:30-7:30pm 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.
2020, The Year in Review
12/11/2020 at 11:30am-12:15pm CT
Join us for our “Year in Review” zoom meeting. We will examine the market returns for the year, the hurdles the market has overcome, and how a structured and engineered portfolio is built to weather the storm.
We’ll also take a sneak peek at early 2021 events.
You must pre-register for this Zoom event.
2020, The Year in Review
12/17/2020 at 6:30pm-7:15pm CT
Join us for our “Year in Review” zoom meeting. We will examine the market returns for the year, the hurdles the market has overcome, and how a structured and engineered portfolio is built to weather the storm.
We’ll also take a sneak peek at early 2021 events.
You must pre-register for this Zoom event.
Verify, Verify, Verify
1/19/2021 at 11:30am-12:30pm CT
Join us for our next presentation, Verify, Verify, Verify – a Zoom meeting.
Don’t be a victim of financial fraud. We will share insight on protecting yourself and your portfolio.
Ensure your investment providers are transparent and practice full disclosure to give you peace of mind. Join us for insight into your investments.
You must pre-register for this Zoom event.