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.

 

Upcoming Events

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.

Past Events

2-Federal Retirement Impact Workshop

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

DePaul University

Helping Federal Employees Understand the Financial Impact of Retirement Decisions

WMWM Wealth Protection Series [ 4: Recession? ] EVENT CANCELLED

May 4, 2020 11:00a - 1:00p Central Standard Time

West Madison Wealth Management

Helping our community choose Retirement Options and make good Decisions.

WMWM Wealth Protection Series [ 3: Tools ] EVENT CANCELLED

April 29, 2020 11:00a - 1:00p Central Standard Time

West Madison Wealth Management

Helping our community choose Retirement Options and make good Decisions.

WMWM Wealth Protection Series [ 2: Trusts ] EVENT CANCELLED

April 22, 2020 11:30a - 1:30p Central Standard Time

West Madison Wealth Management

Helping our community choose Retirement Options and make good Decisions.

WMWM Wealth Protection Series [ 1: Insurance ] EVENT CANCELLED

April 17, 2020 11:00a - 1:00p Central Standard Time

West Madison Wealth Management

Helping our community choose Retirement Options and make good Decisions.

WMWM Wealth Protection Series [ Intro ] EVENT CANCELLED

April 8, 2020 11:00a - 1:00p Central Standard Time

West Madison Wealth Management

Helping our community choose Retirement Options and make good Decisions.

What is the new SECURE Act? (4/1) [ Event CANCELLED ]

April 1, 2020 11:30a - 1:00p Central Standard Time

West Madison Wealth Management

Helping our community choose Retirement Options and make good Decisions.

TSP New Updates & What's Coming (3/26) [ Event CANCELLED ]

March 26, 2020 11:30a - 1:00p Central Standard Time

West Madison Wealth Management

Helping Federal Employees with their Benefits and Retirement Options.

Long Term Care (LTC) Options [ Event CANCELLED ]

March 25, 2020 11:30a - 1:00p Central Standard Time

Petterino's Restaurant

Helping our community choose Retirement Options and make good Decisions.

1-Federal Retirement Impact Workshop

March 11, 2020 8:30a - 4:00p Central Standard Time

DePaul University

Helping Federal Employees Understand the Financial Impact of Retirement Decisions

What is an IUL? How are People Using Today, in this Market?

March 4, 2020 11:30a - 1:00p Central Standard Time

West Madison Wealth Management

Helping our community choose Retirement Options and make good Decisions.

What is the new SECURE Act?

February 19, 2020 11:30a - 1:00p Central Standard Time

West Madison Wealth Management

[ Event FULL - We'll find Larger Venue for next time ] Helping our community choose Retirement Options and make good Decisions.

TSP New Updates & What's Coming

January 29, 2020 11:30a - 1:00p Central Standard Time

West Madison Wealth Management

[ Event FULL ] Helping Federal Employees with their Retirement Benefits and Options.

10/25/2019-Federal Retirement Impact Workshop

October 22, 2019 8:30a - 4:30p Central Standard Time

DePaul University

Helping Federal Employees Understand the Financial Impact of Retirement Decisions.

College Funding Options [ Event CANCELLED ]

August 18, 2019 - March 18, 2020 11:30a - 1:00p Central Standard Time

West Madison Wealth Management

Helping our community choose Retirement Options and make good Decisions.

08/13/2019-Federal Retirement Impact Workshop

August 13, 2019 8:30a - 4:30p Central Standard Time

DePaul University

Helping Federal Employees Understand the Financial Impact of Retirement Decisions.

Long Term Care (LTC) Options

July 24, 2019 6:00p - 8:00p Central Standard Time

(TBA & To be Rescheduled base on compliance approval)

Explore the current options and benefits of LTC, and what other alternatives may be used and when.

Behavioral Biases in Investing

July 10, 2019 5:00p - 7:00p Central Standard Time

Rivers (TBA & To be Rescheduled base on compliance approval)

Learn the impact our internal wiring has on our investment decisions; and why our own actions may work against us.

What is Private Equity? Is it for me?

June 26, 2019 11:30a - 1:00p Central Standard Time

Morton's The Steakhouse

Understanding Private Equity for Accredited Investors. Benefits and Drawbacks, What is it? Can I participate? Does it make sense for me? As an Accredited Investor, you are welcome to come and learn more about it! (by personal invite only)

(2018) Tax Cuts and Jobs Act (FULL)

May 29, 2019 6:30p - 8:30p Central Standard Time

DePaul University

Tax Cuts and Jobs Act: How Will You Be Affected? ( THIS CLASS IS FULL )

10 Myths about 529 College Savings(FULL)

May 23, 2019 11:30a - 1:00p Central Standard Time

Morton's Steakhouse

(EVENT FULL - WAIT LIST ONLY) What are the Myths? What are the basic and Advanced 529 Strategies? When is the best time to start? How to manage them as part of growing or large estate and as a part of your legacy planning? 529 plans can become an Educational Legacy for generations to come.

05/16/2019-Federal Retirement Impact Workshop

May 16, 2019 8:30a - 4:30p Central Standard Time

DePaul University

Helping Federal Employees Understand the Financial Impact of Retirement Decisions.

2-Social Security

April 23, 2019 6:00p - 8:00p Central Standard Time

Ruth's Chris Steakhouse

If you are planning to retire within the next 15, this is for you! We will discuss many critical topics such as when is the right time to claim your benefits, tax implications, Spousal, Divorce, Survivor benefits, Medicare, and much more.

1-Social Security

April 22, 2019 6:00p - 8:00p Central Standard Time

Ruth's Chris Steakhouse

If you are planning to retire within the next 15, this is for you! We will discuss many critical topics such as when is the right time to claim your benefits, tax implications, Spousal, Divorce, Survivor benefits, Medicare, and much more.

2-Properly Use "Retirement Plan Assets"

February 21, 2019 6:30p - 8:00p Central Standard Time

Ruth's Chris Steakhouse

Learn strategies to maximize your retirement income while avoiding costly mistakes.

1-Properly Use "Retirement Plan Assets"

February 20, 2019 6:30p - 8:00p Central Standard Time

Ruth's Chris Steakhouse

Learn strategies to maximize your retirement income while avoiding costly mistakes.

11/15/2018-Federal Retirement Impact Workshop

November 15, 2018 8:30a - 4:00p Central Standard Time

DePaul University

Helping Federal Employees Understand the Financial Impact of Retirement Decisions.

09/07/218-Federal Retirement Impact Workshop

September 7, 2018 7:00p - 8:00p Central Standard Time

DePaul University

Helping Federal Employees Understand the Financial Impact of Retirement Decisions.

Social Security & Retirement Planning

February 24, 2018 10:00a - 11:00a Alaskan Standard Time

Social Security & Retirement Planning Workshop

Social Security & Retirement Planning

February 17, 2018 10:00a - 11:00a Central Standard Time

Social Security & Retirement Planning Workshop

(TBD) Master your Mortgage

December 13, 2017 12:00p - 1:00p Central Standard Time

2100 Borad Room

Make sure your dream home doesn't become a nightmare!

Free Headshot Day!

November 16, 2017 9:00a - 3:00p Central Standard Time

2100 Board Room

It's a perfect time to update your LinkedIn or Company's Website Headshot!

How to Create Tax Free Cash Flow

November 15, 2017 12:00p - 1:00p Central Standard Time

(EVENT CANCELED THIS MONTH) 2100 Board Room

Exploring Alternative Ways to Generate Tax Free Cash Flow for Retirement

Allianz "Women Money and Power" seminar

September 27, 2017 12:00p - 1:00p Central Standard Time

Large Conference Room

Take Control of Your Financial Future

7 Keys to Enhancing your Social Security

August 23, 2017 12:00p - 1:00p Central Standard Time

Large Executive Conference Room

Social Security - 7 Keys to Enhancing your benefits: Social Security continues to play a critical role in a retirement strategy, is your strategy taking full advantage of what Social Security offers? I can help. Together, let's rethink your retirement.

Event Registration




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