Events

Welcome to the event center

We welcome you to join us in-person or online via zoom to one of our upcoming events.  

To register, please complete the registration form by clicking Register Here on the event sign up page or contact our office today. 

 

Date: Wednesday, April 28th 

Time: 4:30 – 5:15 PM CST

Do you intend to retire on your own terms but have questions on income sequencing, investments, taxes, estate plans, Social Security, health care, real estate, inflation and more? Join us to learn 8 essential steps you can take, starting today, to decisively prepare for your retirement. 

Target audience includes hard working, successful individuals and couples in their 50s and 60s who seek a long-term financial planning relationship with CERTIFIED FINANCIAL PLANNER® and Certified Private Wealth Advisor® professionals and are serious about preparing a comprehensive, customized, and tax efficient retirement income plan involving at least $500,000 in investable assets or a net worth in excess of $1,000,000.


Date: Wednesday, May 26th 

Time: 4:30 – 5:15 PM CST

The IRS keeps enough of your hard-earned money and many investment vehicles are riddled with tax inefficiencies. Learn why tax smart investing strategies should be a central theme in your investment management and financial plan, and what you need to do to improve your success.

Target audience includes hard working, successful individuals and couples serious about reducing their current and lifetime tax exposure and who desire a customized action plan created in partnership with CERTIFIED FINANCIAL PLANNER® and Certified Private Wealth Advisor® professionals having extensive experience in assisting executives, professionals, business owners, and the everyday millionaire next door.

 

Date: Wednesday, June 30th

Time: 4:30 – 5:15 PM CST

You have meaningful questions about what to do now that you have achieved a cash flow beyond your monthly necessities. Should I save or pay down debt? What investment account types are most appropriate? How am I going to pay for my children’s college education? How much life insurance do I really need? Should we contribute to our 401(k)s or start Roth IRAs? 

Target audience includes successful individuals and couples in their 30s and 40s who seek guidance from CERTIFIED FINANCIAL PLANNER® and Certified Private Wealth Advisor® professionals on how to invest excess cash flow, best practices on preparing for college expenses and retirement, amount and types of life insurance protection, and tax favored investment strategies involving $100,000 or more in investable assets.

 

Do you have a scheduling conflict or would you prefer a personal conversation?

Private consultations are available upon request, simply contact our office to get started.

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