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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

September 29, 2020

12:00p - 1:00p

Virtual Meeting Via Zoom

Wealth Distribution - The Final Installment of our Guide To Retirement

How do I replacing my income when I quit working? What if ‘the market’ goes down after I retire? Do I really need to be concerned with inflation? How can I be sure that my assets and investments will last for my entire lifetime? We will address each of these important questions in this live Zoom meeting on Tuesday, September 29th, at noon. (Central standard time.)

August 13, 2020

11:30a - 12:30p

Virtual Meeting Via Zoom

Climbing The Mountain - Accumulating Wealth For Retirement

Accumulating wealth sounds exciting but can feel dull. Dollar by dollar, day by day, one step closer to that retirement day that seems in the distant future. We refer to this as 'climbing the mountain' as each of us needs to accumulate a seemingly mountain size amount of resources to reach our goals. This is your guide to retirement, strategies towards accumulating wealth!

July 22, 2020

12:00p - 1:00p

Virtual Meeting Via Zoom

Are You Ready For Retirement? - How To Replace Your Income

Do you know what you need to do to replace your current income and enjoy retirement? If not, you should. This is your guide to retirement on how to replace your income.

June 11, 2020

11:30a - 12:30p

Virtual Meeting Via Zoom

Education Funding Web Event

Join us for a virtual meeting as we discuss education funding for your children and grandchildren and answer important questions you may have around; How much will you need? How to fund your needs? and the role of loans and grants.

April 16, 2020

10:00a - 10:45a

Virtual Meeting Via Zoom

Economic and Financial Commentary Web Event

Join us for a virtual meeting as we discuss our recent Economic and Financial Commentary release and answer questions that you may have been thinking over the last couple of months.

Event Registration