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Webinars

Register To One Of Our Upcoming Webinars! 

August 2018 - September 2018

College Planning

Think your children are too young to start college planning? Think again.

Invitation & Registration

Investing Matters

This seminar presentation simply and directly covers the pitfalls of reacting to today's headlines, timing the market and being too cautious by keeping one's savings all in cash.

Invitation & Registration 

Ensuring Income

Your retirement years are ahead of you and we want you to be prepared for YOUR NEXT NOW™…

Invitation & Registration

Wealth Steps

Wealth Steps® is a step-by- step financial wellness program that provides employees with a foundation for financial decision-making using a holistic, personalized approach. 

Invitation & Registration

Be Financially Fit

Perhaps you’re just starting on your career. Or maybe you have several years of experience already on your resume. Like many people, you may be looking for ways to ease the financial stress of life’s shifting priorities.

Invitation & Registration

Empowering Women

Learn how women are becoming financially empowered and how they are managing their wealth.

Invitation & Registration

FOR ATTORNEY BUSINESS OWNERS

How will the Trump tax plan affect your business structure? How will you build and keep wealth on your balance sheet? Do you have a plan to reduce your tax burden when you create your exit strategy?

Invitation & Registration

FOR PHYSICIANS

Learn how the 2018 Tax Bill, New Regulations, and the Trump Economy may impact your Medical Practice.

Invitation & Registration

FOR DENTIST

Learn how the 2018 Tax Bill, New Regulations, and the Trump Economy may impact your Dental Practice.

Invitation & Registration

October 2018 - November 2018

College Planning

Think your children are too young to start college planning? Think again.

Investing Matters

This seminar presentation simply and directly covers the pitfalls of reacting to today's headlines, timing the market and being too cautious by keeping one's savings all in cash.

Invitation & Registration

Ensuring Income

Your retirement years are ahead of you and we want you to be prepared for YOUR NEXT NOW™…

Invitation & Registration

Wealth Steps

Wealth Steps® is a step-by- step financial wellness program that provides employees with a foundation for financial decision-making using a holistic, personalized approach. 

Invitation & Registration

Be Financially Fit

Perhaps you’re just starting on your career. Or maybe you have several years of experience already on your resume. Like many people, you may be looking for ways to ease the financial stress of life’s shifting priorities.

Invitation & Registration

Empowering Women

Learn how women are becoming financially empowered and how they are managing their wealth.

Invitation & Registration

FOR PHYSICIANS 

Learn how the 2018 Tax Bill, New Regulations, and the Trump Economy may impact your Medical Practice.

Invitation & Registration

Social Security

When should you start receiving social security? At age 62 or wait until you are 70?

Invitation & Registration

FOR DENTISTS 

Learn how the 2018 Tax Bill, New Regulations, and the Trump Economy may impact your Dental Practice.

Invitation & Registration

Business Owners

Are You Paying Too Much In Taxes?Do you have an exit strategy in place? Do you know what your business is worth?

Invitation & Registration

Estate Planning

Helping You Create, Protect and Transfer a Legacy

Invitation & Registration

Verify, Verify, Verify

How can you know if your money manager is gambling and speculating with your money? How can you protect yourself against fraud? How should you verify returns and financials of money managers?

Invitation & Registration