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You're Invited!
We’re here to equip and empower you to live your best financial life – and one of the ways we do that is through live events: seminars, webinars, special dinner presentations, and more. We'd love to have you join us!
April 15, 2023
MAKERS Anniversary Celebration
Please join us to celebrate our journey together! The festivities begin at 2:00. An exciting variety of activities awaits for everyone to enjoy throughout the event. We can't wait to share this memorable experience with you!
March 22, 2023
Savvy Women, Smart Investors Presentation and Dinner
You and your bestie are invited!
We are excited to host our guest speaker, Liz Flint, who is a national speaker and expert on the unique and evolving needs of women investors.
What could be more important than making sure both of you are prepared for the unique financial challenges you will face?
January 17, 2023
Markets and Volatility Update
We are proud to present our next Market Outlook at 6 pm CST on Tuesday, January 17th. We will be hosting Ian Moreau, Regional Business Consultant at John Hancock Investments to share their market outlook.
July 26, 2022
Markets and Volatility Update
We are proud to present our next in the Markets & Volatility Zoom series at 6pm CST on Tuesday, July 26th. We will be hosting Andrew MacLean, Regional Manager at Lord Abbett to share their market outlook.
June 10, 2022
Markets and Volatility Update
We are proud to present our next in the Markets & Volatility Zoom series at noon CST on Friday, June 10th. We will be hosting Jason Grimes, a Director at MFS Mutual Funds to share their market outlook.
May 16, 2022
Markets and Volatility Update
We are proud to present a Zoom series on Markets and Volatility starting on Monday, May 16th from 6:00pm-7:00pm. We are excited to host Andrew MacLean, Regional Manager from Lord Abbett Mutual Funds to share their market outlook.