Broker Check

Events

Whether it is keeping up with trends or discussing new topics, we believe it is our duty to offer sound and valuable information to our clients and the communities we serve, which will help to protect and grow their wealth.  If you have any suggestions on other events we can hold, sponsor, or host, please let us know, we’ll be happy to add them to our list.

 

TBA

December 11, 2019 11:30a - 12:30p Central Standard Time

TBA

 

[ Jan 15 & 17, Feb 20 & 21 ]-Properly Use "Retirement Plan Assets" - Ruth's Chris. [ Apr 22 & 23 ]-Social Security: 7 Keys to Enhancing Your Benefits - Ruth's Chris. [ Mar, 29 ]-(2018) Tax Cuts and Jobs Act (Class) - DePaul University. [ May 16, Aug 13, and Oct 25 ]-Federal Retirement Impact Workshop - DePaul University. [ May, 23 ]-10 Myths about 529 College Plans - Morton's Steakhouse. [ Jun, 26 ]-Understanding Private Equity - Morton's (by personal invite) [ Jul, 10 ]-Behavioral Biases in Investing. [ Jul, 24 ]-Long Term Care (LTC) Options.

 

1-Federal Retirement Impact Workshop

March 11, 2020 8:00a - 4:00p Central Standard Time

DePaul University

Helping Federal Employees Understand the Financial Impact of Retirement Decisions

 

2-Federal Retirement Impact Workshop

May 1 - May 14, 2020 8:30a - 4:00p Central Standard Time

DePaul University

Helping Federal Employees Understand the Financial Impact of Retirement Decisions

 

3-Federal Retirement Impact Workshop

August 13, 2020 8:30a - 4:00p Central Standard Time

DePaul University

Helping Federal Employees Understand the Financial Impact of Retirement Decisions

 

4-Federal Retirement Impact Workshop

October 15, 2020 8:30a - 4:00p Central Standard Time

DePaul University

Helping Federal Employees Understand the Financial Impact of Retirement Decisions.

Event Registration




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